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Automate tasks across Cognito Forms with Salesforce

We work with you to understand your business processes, and automate all work between Cognito Forms and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Cognito Forms and Salesforce.

Send a Salesforce notification when Cognito Forms receives a high-priority item.
Create a Salesforce follow-up from new qualified activity in Cognito Forms.
Copy new customer details from Cognito Forms into Salesforce.
Update the matching Salesforce item when a Cognito Forms status changes.
Start a review in Salesforce when Cognito Forms flags an exception.
Summarize new Cognito Forms activity and save it in Salesforce.

Every action you need

Your company can interact with Cognito Forms and Salesforce using our 52 actions.
Can’t find what you need? Let us know.

Get DocumentReadRun a get document action in Cognito Forms.
Create EntryCreateCreate entry in Cognito Forms.
Create Internal EntryCreateCreate internal entry in Cognito Forms.
Create Public EntryCreateCreate public entry in Cognito Forms.
Create Reviewer EntryCreateCreate reviewer entry in Cognito Forms.
Delete EntryDeleteDelete entry in Cognito Forms.
Get EntryReadRun a get entry action in Cognito Forms.
Import Entries Create NewCreateRun an import entries create new action in Cognito Forms.
Import Entries Sync EntriesUpdateRun an import entries sync entries action in Cognito Forms.
Import Entries Update ExistingUpdateRun an import entries update existing action in Cognito Forms.
List View EntriesReadRun a list view entries action in Cognito Forms.
List View Entries Select FieldsReadRun a list view entries select fields action in Cognito Forms.
List View Entries Select Fields With CountReadRun a list view entries select fields with count action in Cognito Forms.
List View Entries With CountReadRun a list view entries with count action in Cognito Forms.
Update EntryUpdateUpdate entry in Cognito Forms.

Frequently Asked Questions

Common questions about working with MindCloud on your Cognito Forms and Salesforce integration.

Apps are the systems your business runs on, like Cognito Forms and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Cognito Forms with the apps your team already uses, or browse every Cognito Forms and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.StripeStripe connects app workflows across your app stack.

Ready to start? We're here to help.

Take your first steps with MindCloud to start fully automating your Cognito Forms workflows.

Talk to an integration specialist iconTalk to an integration specialistWe work with you to understand your requirements and implement a robust Cognito Forms integration solution.Read our docs iconRead our docsOur Universal API makes it easier than ever to read, write, update and delete your records in Cognito Forms.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.