Salesforce form integration
Turn every form fill into a Salesforce lead or contact, matched by email, and book the meeting with the right owner before the lead leaves.
BusinessOn Business and up. Free plan, no card needed.
What you can do with Salesforce
Tags show the plan a workflow starts on.
Leads or contacts
BusinessPick what new people become. An email Salesforce already has links to that record.
Map fields, custom ones too
BusinessMatch each question to a Salesforce field, including custom fields that end in __c.
Set the owner
BusinessUse the person Routing picks, or let Salesforce assignment rules decide.
Book with the record owner
BusinessA lead Salesforce already knows books with its owner first. New leads go to the team's round robin.
Fills as tasks
BusinessEach fill shows as a completed task on the lead or contact.
More than web-to-lead
BusinessPages, logic, spam checks and a booked meeting, with the same lead landing in Salesforce.
Connect Salesforce in a few minutes
- 01
Connect Salesforce
Go to Settings, then Integrations, and sign in with Salesforce. No API keys.
- 02
Pick it on a form
Open the form's Sync tab, add Salesforce, pick leads or contacts and match each field.
- 03
Publish
New fills go to Salesforce as they come in. A send that fails tries again, and the sync log shows each one.
Forms to start with
Each one is a real form you can fill in now, ready to send to Salesforce.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Questions
Something else? hello@tryclaritia.com
Which plan has the Salesforce integration?
Business, at $79/seat/month, or $63/seat/month billed yearly.
Can a Claritia form replace a Salesforce web-to-lead form?
Yes. It sends the same lead to Salesforce, and adds pages, show-if logic, spam checks and a meeting booked at the end.
Does it make duplicate leads?
No. When Salesforce already has the email, the fill links to that lead or contact. Only new emails make new records.
Can Salesforce assignment rules pick the owner?
Yes. Pick Salesforce decides, and its assignment rules run on each new record.
What happens if Salesforce is down?
Every fill is saved in Claritia first. The send to Salesforce tries again on its own with longer waits.