Pie Forms integration with Salesforce
How to Create Salesforce leads from new Pie Forms entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce leads from new Pie Forms entries" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pie Forms integrations
Pie Forms actions
Nekton can use any feature that is available in Pie Forms API.
Using our advanced AI, you can easily create custom automations for Pie Forms.
Here are some typical actions you can do in your automated workflows.
Form Entries
Forms entries from a selected form.
New Form Entry
Triggers when a user submits the form.
About Pie Forms
Pie Forms are fast, flexible, and 100% responsive. It lets you create multiple interactive types of WordPress forms with no prior coding knowledge, offering you to take your form building experience to the next level.