How to Save Form Submissions to Salesforce

Salesforce is a CRM system and sales funnel management platform. Here's how you can integrate this system with website forms on Tilda.

Important: API integration is not supported on all Salesforce plans. In order to transfer data to Salesforce, you need Enterprise, Unlimited, Performance, or Developer versions of Salesforce.

To connect Salesforce, go to Site Settings → Forms and select Salesforce.

"Forms" tab in Site Settings: "Salesforce" option under "CUSTOMER RELATIONSHIP MANAGEMENT (CRM)".

Click the "Connect Salesforce" button, then allow access to the Tilda app.

Data collection setup: Salesforce: the "Connect Salesforce" button below the instructions.

If your plan is suitable for using the Salesforce API, a connection will occur.

You can also configure the parameters of the lead: status, source, and owner.

Data collection info: Salesforce: "LEAD STATUS" and "LEAD SOURCE" dropdown settings.

Optionally, you can configure Cookie or UTM tags and assign this service to all forms on the website.

Salesforce service settings in Tilda: The "Save" button and the "Assign service to all forms on the website" link at the bottom.

After saving settings, go to the page Editor, open the Content panel of the block with the form, check the Salesforce box, and republish the page.

Block Content panel: Selected "SALESFORCE" checkbox under "CONNECTED SERVICES:".

After submitting a request with Salesforce connected, it will appear in the Leads list.

In Salesforce: a newly created record listed in the "Leads" section under "Recently Viewed".

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