How to integrate Webflow with Salesforce to add submissions from Webflow forms to Salesforce

Web forms are used for various purposes in business. Although there are diverse types such as inquiries, service applications, document requests, and campaign entries, many of them are used for information collection and analysis. To manage information appropriately, responses are often consolidated into a CRM or database. Transcribing data from each response can be time-consuming and labor-intensive, proportional to the amount of information. Don't you think automating this process would make follow-ups with leads and customers smoother?

In this article, we will introduce how to integrate Webflow with Salesforce to automatically add form response information to Salesforce. This integration eliminates the manual data transcription effort, allowing form responses to be reflected in Salesforce quickly and accurately. Streamline the management of inquiry and lead information, and smoothly approach leads and customers.

Benefits of Integrating Webflow and Salesforce

Faster Data Updates

If data is automatically added to Salesforce immediately after a form is submitted in Webflow, understanding the information becomes smoother. For example, based on lead information obtained from a document request form, the sales team can promptly start proposing services. Approaching leads while their interest is high reduces the risk of losing them to competitors. Additionally, with the latest data being reflected immediately, the marketing team can quickly analyze the effectiveness of campaigns and adjust strategies based on information obtained from campaign entry forms. These points are expected to improve the efficiency of sales and marketing.

Reduction of Errors

Automation reduces human errors in data transcription. Since the information from Webflow forms is accurately registered in Salesforce, incorrect responses or omissions can be prevented. For example, when manually transcribing inquiry information, there is a risk of misrecognizing the inquiry content due to input errors and providing incorrect responses, forgetting to register and causing omissions or delays in responses, or providing the same response from different representatives due to duplicate registration. Reducing these troubles through automation can lead to building a good trust relationship with customers.

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How to Create a Webflow and Salesforce Integration Flow

Let's set up the integration of Webflow and Salesforce and automate the workflow.

We will introduce the procedure for creating a workflow to "add to Salesforce when a Webflow form is submitted" using a template.

Please note that the integration settings with Salesforce are available with the Team Plan or Success Plan. A two-week free trial is also available.

Before You Start

1. Please create a form for responses in Webflow.

2. Log in to Yoom.

3. Click the "Try it out" button below to copy the template in Yoom.

Step 1: Connect My Apps with Webflow and Salesforce

*If you have already connected the apps, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Webflow and Salesforce respectively, and connect the apps.
*Reference: How to Register My Apps in Salesforce

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Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting up a trigger to activate when a Webflow form is submitted

1. Open the copied template.
　※ You can change it to any title from the red frame in the image below.

2. Click the Flowbot's "App Trigger: When Form is Submitted".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the API connection for the app trigger.
　Select the site ID from the candidates and click "Test".

5. If the test is successful, click "Next".

6. Enter test values in the Webflow form and submit, then click "Test".

7. If the test is successful, refer to this article to add the output items you want to sync to Salesforce.

8. Click "Save".

Step 3: Setting up an action to add a record to Salesforce

1. Click the Flowbot's "Operate Database: Add Record".

2. Integrate the database.
　・Title: Can be changed if necessary.
　・Database Integration: Enter/select any value.
　※ The image below is an example of input.

　※ The image below is an example of selecting "Object API Reference Name" from the candidates. It assumes registering lead information and searches with the keyword "Lead".

3. Click "Next".

4. Configure the detailed settings for database operations.
　Utilize the output of the form responses obtained in Step 2 to set the "Values of the records to be added".
　※ The image below shows a part of the input fields, and the referenced output is an example of the settings.

　※ The image below is an example of referencing the output. You can refer to it individually, like "Last Name", "First Name", and "Company Name" in the image above, or combine them into a sentence as shown below.

5. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Adding to Salesforce when a Webflow form is submitted".

Other Automation Examples Using Webflow

There are many other examples of automation using Webflow at Yoom, so here are a few introductions.

1. A flow that adds information to Microsoft Excel when a Webflow form response is submitted. Through integration, it becomes possible to process and analyze collected information using Microsoft Excel's features. You can process statistical data using functions, create graphs, and apply them to sales and marketing.

2. This is a flow for creating a ticket in HubSpot when a Webflow form response is submitted. By managing inquiry information as tickets in HubSpot, the customer support team can respond to customers quickly and accurately. Enhance the precision of follow-ups and improve customer satisfaction.

3. A flow to add information to Microsoft Excel when a new item is created in a Webflow collection. In managing websites or e-commerce sites using Webflow, data management is crucial. By listing collection items in a database, it becomes possible to aggregate and analyze items.

Summary

By integrating Webflow with Salesforce, information collected through forms can be automatically reflected in Salesforce's database. This eliminates the hassle of manual data entry, allowing for smooth management of accurate information in Salesforce. This can lead to precise and prompt follow-ups with customers and improved accuracy in information analysis. To streamline the management of inquiries and lead information, please try the automation method using Yoom that we introduced this time.