Forminator → Salesforce

Connect Forminator to Salesforce

Put your Forminator submissions to work in Salesforce. Choose a form, select a record action, and send the details it needs with Noptin.

Requires Noptin Premium, Forminator, and an account with Salesforce.

Forminator
ForminatorSomeone submits your selected form
Salesforce
SalesforceAdd a contact to an object in Salesforce

Set up and manage the rule in WordPress.

Noptin is installed on 15,000+ websitesSee what users say ↗

Your form is the starting point.

Keep collecting enquiries and signups with Forminator. Use Noptin to decide what happens next in Salesforce, without copying each submission by hand.

Make the handoff your own

  • Choose a record action and provide the fields it requires.
  • Choose a specific form and map the details it collects.

How to connect Forminator to Salesforce

Follow these steps to add a contact to an object in Salesforce when someone submits your Forminator form.

For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.

Open the automation rules guide ↗
  1. Install Noptin

    Install and activate the free Noptin plugin on your WordPress site.

  2. Choose your Forminator form

    Go to Noptin → Automation Rules and create a rule. Search for Forminator and select Form > Submitted.

    Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.

  3. Choose your Salesforce action

    Search for Salesforce and select Salesforce > Add To Object. Noptin will guide you through any required license activation, add-on installation, or account connection.

    Connect the account you want this rule to use when prompted.

    Select the object in the action settings. Map the required fields to submitted answers or fixed values. Check the identifier before updating an existing record.

  4. Review, test, and activate

    In the automation editor, use conditions to choose which submissions run the action. Add conditions when only some submissions should create or update a record. Choose a submitted field and the value that qualifies, then test submissions that should pass and ones that should not.

    Review the rule, save it, and activate it when you are ready to test. Submit the selected form with test details, then check the record, mapped fields, and selected object in Salesforce.

Before you connect

Can I use a form I already have?

Yes. Select an existing Forminator form in the rule. Check that it collects the fields required by your Salesforce action.

Will every submission run this automation?

The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.

What happens if the record already exists?

This depends on the Salesforce action you choose. Check its settings and test with an existing record before using it with visitors.

What do I need to buy?

You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Salesforce account. See the current Noptin plans for pricing.

Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Add a contact to an object in Salesforce when a specific Forminator form is submitted

  1. ForminatorWhen a specific Forminator form is submitted.
  2. SalesforceAdd a contact to an object in Salesforce

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (1)

  • ForminatorWhen a specific Forminator form is submitted.

Do this (2)

  • SalesforceAdd a contact to an object in Salesforce
  • SalesforceRemove a contact from an object in Salesforce

Connect Forminator to Salesforce

Send Forminator submissions to Salesforce automatically and spend less time copying details by hand.

See plans and pricing