Everest Forms Salesforce

Manually transferring website form details into a CRM can leave teams with extra data entry and information to organize. Everest Forms Salesforce sends submissions from Everest Forms to Salesforce, so teams can manage form responses as CRM records and use them for follow-up.

Field mapping lets you match form fields with Salesforce objects, including Leads, Contacts, and Opportunities. This gives site owners and marketing or sales teams a way to direct submitted information to the relevant record type and keep their Salesforce data organized around the details collected through their forms.

Features

• Automatic submission transfer: Send data from Everest Forms submissions to Salesforce, reducing the need to enter form details into the CRM by hand.
• Custom field mapping: Match fields from a form with corresponding Salesforce fields so submitted information is recorded in the intended places.
• Multiple Salesforce objects: Create Salesforce records from submissions as Leads, Contacts, or Opportunities, according to the record type your workflow uses.
• Immediate record updates: Transfer form submission data to Salesforce as soon as a form is submitted, so teams can follow up with current information.
• CRM lead organization: Add contact details collected through website forms to Salesforce, where teams can organize information for segmentation and nurturing campaigns.

Best for

• Businesses collecting leads through Everest Forms
• Sales teams managing Salesforce records
• Marketing teams organizing form contacts