Device Magic + Salesforce Integration

Integrate Device Magic to Salesforce in one click, or tell Integrately AI how you want each submission handled. Capture form data, create Salesforce records and contacts, update your pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Device Magic
    Form is submitted in Device Magic Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Device Magic
    Dispatch Form in Device Magic
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Device Magic + Salesforce Integration

Capture form submissions, create Salesforce records, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Device Magic + Salesforce Integration

Create Salesforce record for new Device Magic response

When you receive a new Device Magic response, automatically a record is created for you with the responses from Device Magic 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!
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Device Magic + Salesforce Integration

Create Salesforce contact for new Device Magic response

When someone completes your Device Magic, a new contact is automatically created in your Salesforce. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Device Magic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Device Magic - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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Device Magic + Salesforce Integration

Create Salesforce opportunity for new Device Magic response

Integrating your Salesforce with your Device Magic, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Device Magic - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Device Magic + Salesforce Integration

Create Salesforce task for new Device Magic response

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Device Magic responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new Device Magic response received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Device Magic + Salesforce flow

Send submission data to storage, notify your team across channels, and trigger follow-up tasks in your favorite tools. Pick a combination and activate it in one click.

Device Magic
Salesforce
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
ZendeskZendesk (3)
D
S
G
When a form is submitted in Device Magic, create a record in Salesforce and save the submission details in Google Drive.
Form submissions land in Salesforce instantly while a backup copy is saved in Google Drive.
D
S
G
Create a Salesforce contact from every Device Magic submission and log the backup file in Google Drive.
New form entries automatically populate Salesforce contacts and store backup files in Google Drive.
S
D
G
When a Salesforce record is updated, find the matching Device Magic form data and update the archive in Google Drive.
Keep your Google Drive storage synchronized whenever a Salesforce record receives updates.

Supported triggers and actions for Device Magic and Salesforce

Mix and match to build the exact automation you need

Device Magic
Device Magic Triggers & Actions
Instant
Form is submitted in Device Magic
Triggers the automation when a form is filled
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Dispatch Form in Device Magic
Sends completed form submissions to designated recipients
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Device Magic + Salesforce?

Streamline your data collection, CRM updates, and team workflows with robust automation.

What you can automate?
🔄
Create Salesforce records from every form submission
Automatically turn every mobile form submission in Device Magic into a new record or contact in Salesforce the moment it is submitted.
📋
Capture every submitted form field accurately
Map all custom form questions and answers into dedicated Salesforce fields rather than just basic contact info, ensuring complete data transfer.
🔔
Alert your team instantly on new submissions
Trigger instant notifications or team messages whenever a high-priority form response is captured in Device Magic.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific form submissions to different Salesforce pipelines or assign them to different sales reps.
✏️
Keep Salesforce records up to date automatically
Synchronize ongoing changes between your mobile forms and Salesforce records so your CRM never falls out of sync.
🔍
Search and update instead of creating duplicates
Check if a contact or record already exists in Salesforce before creating a new one, keeping your database clean and deduplicated.
Handle later status changes and stage updates
Update your Salesforce opportunities or cases automatically when form follow-ups are completed or statuses change.
🔌
Extend your workflow to external apps
Connect your Device Magic and Salesforce automation to Slack or Google Drive to notify teams or store documents effortlessly.
And much more...

Who is Device Magic + Salesforce integration for?

Operations teams, sales reps, and field agents rely on seamless data sync to eliminate manual entry and keep customer records up to date.

Sales Operations Managers
Sales Operations Managers
Field Service Coordinators
Field Service Coordinators
Account Executives
Account Executives
Data Processing Teams
Data Processing Teams
Business Development Reps
Business Development Reps
Compliance Officers
Compliance Officers
📈
Sales Operations Managers
You're reviewing pipeline reports and CRM dashboards, but your form data only updates when someone manually exports submissions, so the metrics you're optimising against are always a few hours behind — with this integration, every new form submission lands in Salesforce instantly and your data stays current.
Field Service Coordinators
You need to dispatch technicians and update client records the moment an inspection is completed, but manual data entry leaves your team waiting for hours — automating both apps means every Device Magic submission creates a Salesforce record instantly and dispatch work proceeds without delay.
🤝
Account Executives
You answer to clients who expect immediate follow-up after submitting onboarding forms, but waiting for manual exports causes frustrating delays — connecting these apps means every form response populates your Salesforce CRM immediately so you can reach out right away.
📊
Data Processing Teams
The volume of mobile form submissions is too high for anyone to keep up by hand, leading to missing entries and fragmented customer records — this integration means every form response is automatically captured and structured as a Salesforce record without human intervention.
🎯
Business Development Reps
You own the outreach step and depend on field agents to hand over qualified leads, but paperwork bottlenecks stall your pipeline — with this integration, every submitted form instantly creates a Salesforce lead so your outreach starts the moment data is captured.
🔍
Compliance Officers
You need a reliable history of all mobile submissions and audit trails, but manual logging keeps finding gaps and mismatched entries — automating both apps means every form submission and Salesforce record is accurately linked and securely recorded every time.
Our team

Ready Workflows 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 Device Magic + Salesforce

Build and manage your Device Magic + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Device Magic + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Device Magic to Salesforce?
Frequently Asked Questions
You can connect Device Magic to Salesforce in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations connecting Device Magic, Salesforce, and apps like Slack or Google Drive.
Can I automatically create Salesforce records from Device Magic form submissions?
Frequently Asked Questions
Can I connect Device Magic, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Device Magic and Salesforce?
Frequently Asked Questions
How are form submissions from Device Magic processed in Salesforce?
Frequently Asked Questions
Can I update existing Salesforce records when a Device Magic form is updated?
Frequently Asked Questions
Do I need coding skills to automate Device Magic and Salesforce?
Frequently Asked Questions
Is the Device Magic and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Device Magic or Salesforce With 1500+ Other Apps

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Salesforce
Popular Salesforce Integrations
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