Add a contact to an Object in Salesforce when a specific MetForm form is submitted
When a specific MetForm form is submitted.
Add a contact to an Object in Salesforce
MetForm → SalesforceEvents and actions
Use MetForm submissions to automate Salesforce
When a specific MetForm form is submitted, start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Available in Noptin
Salesforce actions
Objects
2 actions
View actions
- Add a contact to an Object in Salesforce
- Remove a contact from an Object in Salesforce
Available in Noptin
MetForm events
Forms
1 event
- When a specific MetForm form is submitted.
About this connection
How the two tools fit together
MetForm: Metform is your go-to drag-and-drop form builder for Elementor. Create fast, secure, and stylish forms with ease.
Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.
What information can you send?
First choose the MetForm form. Noptin then shows the answers that form collects, so you can send the right ones to Salesforce.
Available fields depend on the selected Salesforce object and the connected account.
Start here
Set up MetForm and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for MetForm and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up MetForm on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Select the MetForm form whose submissions should start the automation.
- Choose a Salesforce action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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