You can connect web forms to Salesforce directly in the form settings. This allows you to start including the collected contacts in your processes.
Data export is always set for a specific form.
- Click on the form from which you want to export data,
- select Settings above the top right corner of the form,
- go to the Exports tab and check the Export to Salesforce box,
- a new tab will appear to set up the export, link the form to your Salesforce account.
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How to name the field correctly
In order for your individual form fields to pair well with the Salesforce database, you need to name them all correctly. Click into a text field to open its settings and proceed to the "Advanced" section to set the "Name". Make sure you have the specific fields set up correctly:
- Field name → name
- Last name field → surname
- Phone field → phone
- Email field → email
- Field company → company, default value: "web"
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