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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.

Talk to our team

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

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.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Cognito Forms integration end to end. You tell us what you need and we deliver a working, production-ready connection.

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.HubSpotHubSpot 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.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.