Paperform + Salesforce Integration

Integrate Paperform to Salesforce in one click, or tell Integrately AI how you want each submission handled. Capture responses, create and update CRM records, alert your team, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Paperform
    Form is submitted in Paperform Instant
  • Paperform
    Form is created in Paperform
  • 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.
  • 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 Paperform + Salesforce Integration

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

Most popular automationsmost-popular-automations
Paperform + Salesforce Integration

Create Salesforce record for new Paperform form submission

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

Create Salesforce opportunity for new Paperform form submission

Integrating your Salesforce with your Paperform, 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 Paperform - 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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Paperform + Salesforce Integration

Create Salesforce task for new Paperform form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Paperform form submissions 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 Paperform form submission received today - your customers will thank you for it!
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Paperform + Salesforce Integration

Create Salesforce contact for new Paperform form submission

When someone completes your Paperform, 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 Paperform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Paperform - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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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 Paperform + Salesforce flow

Sync form submissions to email campaigns, team chat, CRM pipelines, and scheduling tools. Pick a combination and activate it in one click.

Paperform
Salesforce
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
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StripeStripe (4)
P
S
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Add every new Paperform submission to Salesforce, and subscribe the contact in Mailchimp
Form submissions appear in Salesforce and Mailchimp instantly, so your CRM and email lists stay synchronized without manual data entry.
P
S
M
Create a Salesforce lead from every Paperform submission, and send a welcome email in Mailchimp
New leads land in Salesforce for your sales team while Mailchimp sends an instant welcome message, ensuring prompt engagement.
P
S
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Use ChatGPT to summarise Paperform submissions, update Salesforce, and add subscribers in Mailchimp
AI analyses form responses before updating Salesforce and adding subscribers to Mailchimp, categorizing inquiries accurately.
P
S
M
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Turn every Paperform submission into a Salesforce record, update Mailchimp, and notify your team in Slack
Form entries update your CRM and email lists while alerting your team on Slack for immediate visibility.

Supported triggers and actions for Paperform and Salesforce

Mix and match to build the exact automation you need

Paperform
Paperform Triggers & Actions
Instant
Form is submitted in Paperform
Triggers the automation when a form is filled
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Form is created in Paperform
Triggers the automation when a new form is created
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No action is available
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
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What can you automate with Paperform + Salesforce?

Streamline your data collection, CRM updates, and team notifications with robust automation workflows designed for Paperform and Salesforce.

What you can automate?
🚀
Instantly create CRM records from form submissions
Capture every form response in Paperform and automatically create a corresponding record or lead in Salesforce without lifting a finger.
📝
Map every submitted field to your CRM records
Transfer complex questionnaire answers, custom fields, and file attachments directly into appropriate Salesforce record fields.
🔔
Alert your team the moment a submission arrives
Trigger instant team notifications in chat apps or email whenever a new high-value form submission is received.
🔀
Route submissions based on submitted criteria
Apply conditional rules to direct leads to different sales reps or pipelines depending on form answers.
🔄
Keep CRM data synchronized as records change
Update existing Salesforce contacts and opportunities automatically when returning users submit updated information.
🔍
Search and update instead of creating duplicates
Check whether a customer already exists in Salesforce before creating a new record, preventing duplicate entries.
💳
Handle payments, orders, and status updates
Process paid form submissions, log transaction details, and update deal stages based on customer activity.
🔗
Extend your workflow to external apps like Slack
Connect your Paperform and Salesforce core workflow with additional apps like Slack to notify teams and share data.
And much more...

Who is Paperform + Salesforce integration for?

Operations teams, sales leaders, and marketers connect Paperform and Salesforce to eliminate manual data entry and keep customer records instantly synchronized across platforms.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations coordinators
Operations coordinators
Customer success teams
Customer success teams
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple landing pages but your Salesforce reports only update when someone manually exports form submissions, so the conversion counts you're reviewing are always hours behind — this integration means every new form entry lands in your CRM instantly and your pipeline data stays current.
Sales development reps
You need to reach out to inbound prospects immediately, but submissions sit in your form builder until someone copies them over, resulting in slow follow-up times — connecting these apps means every new submission creates a lead in your CRM the second it occurs and your team can engage instantly.
📊
Account managers
You report on client onboarding progress to stakeholders who expect real-time visibility, but manual record updates leave gaps in your pipeline history — automating both apps means every completed onboarding form updates your accounts automatically and your reporting remains flawlessly accurate.
🔄
Operations coordinators
The volume of daily form submissions is too high for anyone to keep up by hand, leading to missing contact details and orphaned records in your database — automating both apps means every form response populates your CRM records without manual intervention.
🤝
Customer success teams
You own the post-sale onboarding stage and depend on prospective clients submitting intake forms before you can begin provisioning — this integration means every submitted intake form triggers your CRM workflow immediately so client onboarding starts without delay.
📋
Data administrators
You need a reliable history of customer interactions and keep finding duplicate entries and missing fields from manual copying errors — connecting these apps means every form submission is mapped consistently into your CRM and your audit history stays clean.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Paperform + Salesforce

Build and manage your Paperform + 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 Paperform + 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
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Paperform to Salesforce?
Frequently Asked Questions
You can connect Paperform to Salesforce in 1 click using ready workflows on Integrately, or ask Integrately AI to build your automation. It integrates with Mailchimp, Slack, HubSpot, and 1,500+ other apps with 24/5 live chat support.
Can I automatically create Salesforce records from Paperform submissions?
Frequently Asked Questions
Can I connect Paperform, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Paperform and Salesforce?
Frequently Asked Questions
How does Paperform handle form data when syncing to Salesforce?
Frequently Asked Questions
Can Salesforce update contacts when a returning user submits a form?
Frequently Asked Questions
Do I need coding skills to connect Paperform and Salesforce?
Frequently Asked Questions
Is the Paperform and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Paperform or Salesforce With 1500+ Other Apps

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