Salesforce Integration intelyForms (Forms):

Enhance your Salesforce experience with intelyForms integration

Overview of Salesforce integration: 

Using intelyForms for Salesforce, you can collect data and transmit it to records in your Salesforce account. As a result, you can track, manage, and cultivate customer connections with a straightforward workflow. 

Benefits of integration: 

  1. To create new records or use existing records, map afield from your intelyForms into Salesforce. 
  2. Use the intelyForms to collect data when offline. Use the Go mobile app to capture data and connect it with Salesforce. 

    What’s required?

    • intelyForms account
    • Salesforce account

    How it works: 

    With intelyForms drag-and-drop builder, you can quickly design mobile-friendly forms.  

    Step 1:

    Log in to intelyForms and click on the ‘Create new form’ button to get started. Enter a form name and click on a ‘Next button. Then select a form template as per your requirements. 

    intelyforms safe & secure by intely
    intelyforms safe & secure by intely

    Step 1:

    Log in to intelyForms and click on the ‘Create new form’ button to get started. Enter a form name and click on a ‘Next button. Then select a form template as per your requirements. 

    intelyforms safe & secure by intely

    Step 2:

    Once you create a form, in the form building window, add the form fields and components you would like for your form. To integrate Salesforce, you will need to include the email address form field. Then click on the Next button and complete your basic settings. 

    Step 3:

    After you have built the layout of your form and selected the form settings, navigate to the integrations tab. 

    intelyforms safe & secure by intely
    intelyforms safe & secure by intely

    Step 3:

    After you have built the layout of your form and selected the form settings, navigate to the integrations tab. 

    intelyforms safe & secure by intely

    Step 4:

    Select the Salesforce integration and click on Authenticate. Login using your Salesforce email and password to authenticate your intelyForms account to access your Salesforce account.  

    Step 5:

    After you successfully authenticate your intelyForms and Salesforce account, you will be prompted to map intelyForms response fields to Salesforce. Once you are complete with the mapping, click Save Integration. 

    intelyforms safe & secure by intely
    intelyforms safe & secure by intely

    Step 5:

    After you successfully authenticate your intelyForms and Salesforce account, you will be prompted to map intelyForms response fields to Salesforce. Once you are complete with the mapping, click Save Integration. 

    intelyforms safe & secure by intely

    Step 6:

    If you see a message in the window that says, Integration Up & Running, you have successfully set up your integration. If you do not see this message, contact our support team at [email protected]. 

    intely Ebook
    See intely in action and find out
    how it fits into your business
    Name*
    Hidden
    Hidden