123FormBuilder + Salesforce Integration
Integrate 123FormBuilder to Salesforce in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create records in your CRM, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Submission is created in 123FormBuilder- Form is created in 123FormBuilder
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Get records by ID in Salesforce
- Create record in Salesforce
- Search record using query in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for 123FormBuilder + Salesforce Integration
Capture form submissions, create CRM contacts, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Submission is created in 123FormBuilder > Check any condition > Create contact in Salesforce
123FormBuilder + Salesforce Integration
When Submission is created in 123FormBuilder > Check any condition > Create lead in Salesforce
123FormBuilder + Salesforce Integration
When Submission is created in 123FormBuilder > Create account in Salesforce > Create opportunity in Salesforce
123FormBuilder + Salesforce Integration
When Submission is created in 123FormBuilder > Create contact in Salesforce > Create task in Salesforce
123FormBuilder + Salesforce Integration
When Submission is created in 123FormBuilder > Create lead in Salesforce > Create task in Salesforce
123FormBuilder + Salesforce Integration
Create Salesforce record for new 123FormBuilder submission
When you receive a new 123FormBuilder submission, automatically a record is created for you with the responses from 123FormBuilder in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.
So why wait? Get started today and make your data collection process more efficient!
See moreSo why wait? Get started today and make your data collection process more efficient!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your 123FormBuilder + Salesforce flow
Extend your form-to-CRM automation with notifications, email marketing, document signing, and support tracking. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Zendesk (4)
Zendesk (4) +
DocuSign (4)
DocuSign (4) 1
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Create a Salesforce contact from every new 123FormBuilder submission, and send a confirmation email in Gmail
New 123FormBuilder submissions instantly create contacts in Salesforce while Gmail sends a confirmation email, keeping your pipeline updated without manual data entry.
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When a 123FormBuilder submission creates a Salesforce lead, send a notification email in Gmail
Every new lead captured in 123FormBuilder creates a Salesforce lead and triggers an alert email in Gmail so your sales reps never miss an inquiry.
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If a 123FormBuilder submission includes enterprise details, create a priority contact in Salesforce and email the sales manager in Gmail
Enterprise submissions automatically generate priority Salesforce contacts and send instant briefing emails via Gmail to route high-value prospects immediately.
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Create a Salesforce task from a 123FormBuilder submission, and send a briefing summary in Gmail
Form submissions automatically generate follow-up tasks in Salesforce and send detailed summary emails in Gmail to keep your team aligned.
Supported triggers and actions for 123FormBuilder and Salesforce
Mix and match to build the exact automation you need
123FormBuilder Triggers & Actions
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with 123FormBuilder + Salesforce?
Streamline your form data collection and CRM management with powerful, ready-to-run automation recipes.
📝
Create Salesforce contacts from form submissions
Automatically generate a new contact record in Salesforce the moment a visitor completes a submission in 123FormBuilder, eliminating manual data entry.
🔍
Capture every submitted form field
Map all available form answers into your Salesforce records instead of just basic names and emails, ensuring your CRM has complete details.
🔔
Alert your team instantly on Slack
Send instant notifications to your sales or support channel in Slack whenever a new form entry is received and logged in Salesforce.
🔀
Route leads based on submitted criteria
Assign priority leads or standard contacts in Salesforce automatically based on specific selections made within the 123FormBuilder submission.
🔄
Keep Salesforce records up to date
Ensure your CRM database reflects the latest customer details by syncing every updated form entry straight into your Salesforce account.
🛡️
Add or update records without duplicates
Search existing Salesforce entries before creating new records, ensuring your database remains clean and free of duplicate contacts.
📋
Manage follow-up tasks and cases
Automatically open follow-up tasks or customer support cases in Salesforce whenever a new service request form is submitted.
✉️
Extend your workflow to Gmail or Mailchimp
Trigger automated confirmation emails in Gmail or add submitters to Mailchimp mailing lists right after your Salesforce records update.
And much more...
Who is 123FormBuilder + Salesforce integration for?
Teams capturing leads, client inquiries, or service requests through website forms eliminate manual data entry and keep their CRM perfectly synchronised with this integration.
Performance marketers
Sales representatives
Account managers
Customer support teams
Operations specialists
Compliance officers
📈
Performance marketers
You're running campaigns directing traffic to web forms but your CRM reporting only updates when someone manually exports submissions, so the conversion numbers you're optimising against are always hours behind — with this integration, every new submission creates a contact instantly and your pipeline data stays current.
⚡
Sales representatives
You rely on rapid response times to close inbound web leads, but form entries sit in your inbox until someone copies them over, so hot prospects find out about your services too late — with this integration, every form submission creates a Salesforce lead instantly and your reps can engage right away.
🤝
Account managers
You answer to clients who expect their project inquiry forms to trigger immediate internal setup, but manual handoffs cause delays that frustrate stakeholders — with this integration, every submission creates CRM records automatically and your service delivery begins without friction.
🏢
Customer support teams
The volume of help requests submitted through your website forms is too high for anyone to keep up with by hand, leading to missed tickets and delayed responses — with this integration, every submission generates Salesforce cases automatically and your support queue stays organized.
🔄
Operations specialists
You own the post-submission workflow and depend on someone upstream to hand over form data before you can begin work, causing bottlenecks in your daily tasks — with this integration, every form entry populates your CRM records instantly and your next steps can start right away.
📋
Compliance officers
You need a reliable history of every customer submission for auditing purposes, but manual record-keeping keeps leaving gaps in your database — with this integration, every form entry is logged as a Salesforce record automatically and your audit trails remain complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate 123FormBuilder + Salesforce
Build and manage your 123FormBuilder + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect 123FormBuilder + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect 123FormBuilder to Salesforce?
You can connect 123FormBuilder to Salesforce in 1 click using ready templates or Integrately AI. Link your accounts, select your preferred trigger and action, and let Integrately handle the data flow alongside apps like Gmail, Mailchimp, and Slack.
Can I automatically create Salesforce contacts from 123FormBuilder form submissions?
Can I connect 123FormBuilder, Salesforce, and Slack?
What is a good Zapier alternative for 123FormBuilder and Salesforce?
How are form submissions processed between 123FormBuilder and Salesforce?
Can I update existing Salesforce records with new 123FormBuilder form data?
Do I need coding skills to automate 123FormBuilder and Salesforce?
Is the 123FormBuilder and Salesforce integration free?
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