Elite Funnels + Salesforce Integration

Integrate Elite Funnels to Salesforce in one click, or tell Integrately AI how you want each contact handled. Capture submissions, update your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Elite Funnels
    Form response is created in Elite Funnels Instant
  • Elite Funnels
    Contact is created or updated in Elite Funnels Instant
  • Elite Funnels
    Order is created in Elite Funnels Instant
  • Elite Funnels
    Order is updated in Elite Funnels Instant
  • Elite Funnels
    Booking is created in Elite Funnels Instant
  • Elite Funnels
    Product is created in Elite Funnels Instant
  • Elite Funnels
    Product is updated in Elite Funnels 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.
  • Elite Funnels
    Create contact in Elite Funnels
  • Elite Funnels
    Search contact in Elite Funnels
  • Elite Funnels
    Update contact in Elite Funnels
  • Elite Funnels
    Delete contact in Elite Funnels
  • Elite Funnels
    Create member in Elite Funnels
  • Elite Funnels
    Update member in Elite Funnels
  • Elite Funnels
    Delete member in Elite Funnels
  • Elite Funnels
    Create member group in Elite Funnels
  • Elite Funnels
    Update member group in Elite Funnels
  • Elite Funnels
    Delete member group in Elite Funnels
  • Elite Funnels
    Search product in Elite Funnels
  • Elite Funnels
    Create product in Elite Funnels
  • Elite Funnels
    Update product in Elite Funnels
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID 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 Elite Funnels + Salesforce Integration

Capture submissions, create contacts, update leads, sync orders, and notify your sales team, all in just one click.

Most popular automationsmost-popular-automations
Elite Funnels + Salesforce Integration

Create Salesforce record for new Elite Funnels form submission

When you receive a new Elite Funnels form submission, automatically a record is created for you with the responses from Elite Funnels 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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Elite Funnels + Salesforce Integration

Create Salesforce contact for new Elite Funnels form submission

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

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

Create Elite Funnels contact for new Salesforce record

Are you tired of manually creating Elite Funnels contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Elite Funnels contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Elite Funnels {{action.Contact} creation!
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Elite Funnels + Salesforce Integration

Create Salesforce contact for new Elite Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesforce contact and Elite Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Elite Funnels + Salesforce Integration

Create Salesforce opportunity for new Elite Funnels form submission

Integrating your Salesforce with your Elite Funnels, can help you automatically create new opportunitys based on form submissions 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 Elite Funnels - 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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Elite Funnels + Salesforce Integration

Create Salesforce record for new Elite Funnels contact

When a new contact is created in your Elite Funnels software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Elite Funnels + Salesforce Integration

Create Salesforce record for new Elite Funnels order

With this Elite Funnels - Salesforce integration, whenever a new Elite Funnels order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Elite Funnels + Salesforce Integration

Create Salesforce contact from new Elite Funnels order

As an online store owner, you're likely using Elite Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Elite Funnels with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Elite Funnels + Salesforce Integration

Create Salesforce opportunity for new Elite Funnels contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Elite Funnels. Just connect your accounts, and every time a new contact is created in Elite Funnels, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Elite Funnels + Salesforce Integration

Create Salesforce record for new Elite Funnels event

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in Salesforce for every new Elite Funnels event created will help you keep track of the details of each event, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Elite Funnels - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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  • 1of14
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 Elite Funnels + Salesforce flow

Keep your marketing tools updated and notify your team when new customers complete your funnels. Pick a combination and activate it in one click.

Elite Funnels
Salesforce
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
E
S
S
Create a Salesforce contact and Elite Funnels order, then create a customer in Stripe.
New Elite Funnels orders instantly create a Salesforce contact and set up a customer profile in Stripe without manual data entry.
E
S
S
When an Elite Funnels product is updated, update the Salesforce record and create a payment link in Stripe.
Product updates in Elite Funnels trigger record updates in Salesforce and generate a new payment link in Stripe.
E
S
S
If an Elite Funnels order is created, create a Salesforce lead and add a charge in Stripe.
Every new Elite Funnels order creates a Salesforce lead and processes a charge in Stripe instantly.
E
S
S
Use ChatGPT to summarise Elite Funnels order notes, update Salesforce, and create a customer in Stripe.
ChatGPT summarises order notes from Elite Funnels before updating Salesforce and creating a Stripe customer profile.

Supported triggers and actions for Elite Funnels and Salesforce

Mix and match to build the exact automation you need

Elite Funnels
Elite Funnels Triggers & Actions
Instant
Form response is created in Elite Funnels
Triggers the automation when a form is filled
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Instant
Contact is created or updated in Elite Funnels
Triggers the automation when a contact is created or updated
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Instant
Order is created in Elite Funnels
Triggers the automation when a new order is created
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Instant
Order is updated in Elite Funnels
Triggers the automation when any order is updated
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Instant
Booking is created in Elite Funnels
Triggers the automation when a new booking is created
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Instant
Product is created in Elite Funnels
Triggers the automation when a new product is created
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Instant
Product is updated in Elite Funnels
Triggers the automation when a product is updated
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Create contact in Elite Funnels
Adds a new contact to the database
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Search contact in Elite Funnels
Finds and retrieves contact information
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Update contact in Elite Funnels
Updates contact information with new details
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Delete contact in Elite Funnels
Removes a contact from the address book
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Create member in Elite Funnels
Adds a new member to the system
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Update member in Elite Funnels
Updates a member's information
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Delete member in Elite Funnels
Removes a member from the system
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Create member group in Elite Funnels
Creates a new group of members
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Update member group in Elite Funnels
Updates the particular member group
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Delete member group in Elite Funnels
Deletes a member group
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Search product in Elite Funnels
Searches for a product
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Create product in Elite Funnels
Generates and launch new products
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Update product in Elite Funnels
Updates product information
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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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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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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 โ†’

What can you automate with Elite Funnels + Salesforce?

Streamline your customer acquisition workflow by syncing leads, orders, contacts, and bookings between Elite Funnels and Salesforce automatically.

What you can automate?
๐ŸŽฏ
Sync every new contact instantly
Automatically create a Salesforce contact the moment a visitor submits a form or completes a registration in Elite Funnels. Eliminate manual data entry and ensure your sales pipeline is always up to date.
๐Ÿงพ
Capture detailed form responses
Map all submitted form fields, custom answers, and visitor notes directly into Salesforce records. Keep your customer context rich and easily accessible for your entire team.
๐Ÿ””
Alert your sales team in real time
Trigger instant team notifications whenever high-value orders or bookings arrive in Elite Funnels. Ensure your sales reps can follow up immediately with high-intent prospects.
๐Ÿ”€
Route leads based on submitted criteria
Evaluate incoming form responses or order values to create prioritized leads or opportunities in Salesforce. Send VIP prospects to specialized sales queues automatically.
๐Ÿ”„
Keep CRM records continuously updated
Automatically update existing Salesforce records whenever a contact modifies their information or updates their order in Elite Funnels. Maintain flawless data accuracy across systems.
๐Ÿ”
Search and prevent duplicate records
Automatically search for existing contacts in Salesforce before creating new entries. Prevent clutter and maintain clean, unified customer profiles.
๐Ÿ’ณ
Log orders and purchase milestones
Track every completed transaction and order update from Elite Funnels inside your Salesforce accounts and opportunities. Keep revenue tracking synchronized effortlessly.
๐Ÿ’ฌ
Extend workflows to Slack and team tools
Connect your core Elite Funnels and Salesforce workflow with Slack to announce new deals, alert channels, and keep your entire company informed of conversion milestones.
And much more...

Who is Elite Funnels + Salesforce integration for?

Sales teams, marketers, and business owners managing high-converting funnels can eliminate manual data entry and keep customer records synchronized across platforms effortlessly.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
High-volume funnel owners
High-volume funnel owners
Sales operations specialists
Sales operations specialists
CRM administrators
CRM administrators
๐Ÿ“ˆ
Performance marketers
You're running ad campaigns driving traffic to your landing pages, but your CRM pipeline only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind โ€” with this integration, every new contact lands in Salesforce instantly and your data stays current.
โšก
Sales reps
You need to reach out to inbound leads while their intent is high, but new form submissions sit unnotified in your funnel dashboard until you remember to check, so potential deals go cold โ€” automating both apps means every lead creates a Salesforce contact immediately and your outreach happens faster.
๐Ÿ“Š
Agency account managers
You report on campaign performance and funnel growth to clients every week, but piecing together orders and contacts from separate dashboards takes hours of manual spreadsheet work โ€” connecting these apps means all submission data syncs directly into Salesforce for instant reporting.
๐Ÿš€
High-volume funnel owners
Your landing pages generate hundreds of form responses and orders daily, and your team cannot keep up with copying customer records into your CRM by hand, leading to lost leads โ€” this integration means every order and submission is handled automatically without missing a single entry.
๐Ÿค
Sales operations specialists
You manage CRM data hygiene and depend on accurate upstream handoffs from marketing pages, but inconsistent data entry creates duplicate accounts and messy records โ€” automating both apps means structured records populate Salesforce cleanly every time.
๐Ÿ—‚๏ธ
CRM administrators
You need a reliable customer history in Salesforce, but manual data imports leave gaps and mismatched fields between your funnel builder and your database โ€” integrating these apps means every contact, order, and booking populates your CRM with perfect consistency.
Our team

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Why choose Integrately to automate Elite Funnels + Salesforce

Build and manage your Elite Funnels + 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 Elite Funnels + 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 โ€” 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Elite Funnels to Salesforce?
Frequently Asked Questions
You can connect Elite Funnels to Salesforce instantly using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your exact workflow. You can also connect other popular tools like Slack, Google Sheets, and Mailchimp.
Can I automatically create a Salesforce contact when a form response is created in Elite Funnels?
Frequently Asked Questions
Can I connect Elite Funnels, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Elite Funnels and Salesforce?
Frequently Asked Questions
How does Elite Funnels handle contact and order data during synchronization?
Frequently Asked Questions
How does Salesforce update records from Elite Funnels submissions?
Frequently Asked Questions
Do I need coding skills to automate Elite Funnels and Salesforce?
Frequently Asked Questions
Is the Elite Funnels and Salesforce integration free?
Frequently Asked Questions
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Salesforce
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Sync Salesforce with customer support, billing, and communication tools to keep your entire business aligned.