Salesforce
CRM & sales systems
Integrate CRM data and trigger workflows from Salesforce records.
Overview
The Softr Salesforce integration lets you create, update, retrieve, and delete records in any Salesforce object — including Contacts, Leads, Opportunities, Accounts, and custom objects — directly from your no-code app workflows. Trigger CRM operations from form submissions, user sign-ups, record changes, or any other event in your Softr app, and have Salesforce reflect those changes instantly.
Use Softr workflows to bridge your customer-facing portals and internal tools with Salesforce, so your team always has accurate, up-to-date data without manual data entry.
Available actions
- Create recordAdd a new record to any Salesforce object. Select the object type (Contact, Lead, Opportunity, Account, or a custom object), then map fields from your Softr form or data source directly to the Salesforce object fields.
- Update recordUpdate an existing Salesforce record by ID. Select the object type, provide the record ID, and map whichever fields you want to modify — such as updating a phone number, changing a deal stage, or reassigning an account owner.
- Get recordRetrieve a single Salesforce record by its ID. Select the object type and provide the record ID — all fields of that record are returned and available in subsequent workflow steps.
- Get many recordsFetch multiple records from any Salesforce object. Optionally filter results using a SOQL WHERE clause (for example, LastName = 'Doe' AND AccountId = '001abc') and set a limit on the number of records returned.
- Delete recordPermanently remove a record from any Salesforce object by ID. Trigger this from a Softr admin action button or a data-cleanup workflow.
Example use cases
Usecase
Description
- Lead capture from formsWhen a visitor submits a contact form in your Softr app, automatically create a Salesforce Lead or Contact with their details.
- Member portal syncWhen a new user signs up to your Softr portal, create a corresponding Salesforce Contact and assign them to the right account.
- CRM data enrichmentAllow customers to update their own profile in a Softr portal, and have those changes flow directly into their Salesforce record.
- Deal pipeline automationWhen a form is submitted or a status changes in Softr, automatically create or update a Salesforce Opportunity to keep your pipeline current.
- Admin record managementGive your team an internal dashboard in Softr to look up, edit, or remove Salesforce records without needing Salesforce licenses for every user.
- Deduplication before outreachBefore creating a new record, query Salesforce with a SOQL filter to check whether it already exists, and skip or update instead of duplicating.
- Offboarding automationWhen a user account is deleted in Softr, automatically delete or update the corresponding Salesforce record.
Key benefits
- Works with any Salesforce object: Automate workflows across Contacts, Leads, Opportunities, Accounts, and your own custom objects — not just a single record type.
- Eliminate manual data entry: Automatically push data from Softr forms and portals into Salesforce without anyone having to copy and paste.
- Real-time CRM sync: Keep your Salesforce data current as soon as events happen in your Softr app — new sign-ups, form submissions, or record updates.
- Seamless customer portals: Build client-facing portals in Softr that read from and write to Salesforce, giving your team a single source of truth.
- No Salesforce admin required: Configure CRM automations visually in Softr, without custom Apex code or complex Salesforce flows.
- Multi-step workflows: Chain Salesforce actions with other integrations — send a Slack notification after creating a record, or email a confirmation after closing a deal.
- Install the Softr app in your Salesforce org. This only needs to be done once per org.
- In your Softr app, open the Workflows section and create or edit a workflow.
- Add a Salesforce action step (Create record, Update record, etc.).
- Click Connect Salesforce and authorize Softr to access your Salesforce org via OAuth.
- Select the object type you want to work with (Contact, Lead, Opportunity, Account, or a custom object).
- Configure the action inputs — map fields from your workflow data to the Salesforce object fields.
- Save and activate your workflow to start syncing data automatically.
