Salesforce
Integrations
/
Salesforce

Salesforce

Turn your Salesforce CRM data into secure client portals, dashboards, and sales tools.

How to connect Softr with Salesforce

  1. Open your Softr app and go to Workflows (to automate tasks) or Data Sources (to power your app), depending on how you're using Salesforce.
  2. Add Salesforce as a trigger or action in your workflow, or select it as a data source.
  3. Click Connect Salesforce and authorize access to your account, or enter your API credentials if prompted.
  4. Map the fields or data you want to use from Salesforce.
  5. Test your setup, then save and activate.

Explore other integrations

Fathom

Meetings & Productivity

Send meeting recordings, transcripts, and AI summaries into your automations.

Jotform

Forms & messaging

Collect form submissions and sync responses to your data, or trigger workflows based on form submissions.

Notion

Databases & spreadsheets

Create, read, and update Notion database pages from your workflows.

HubSpot

CRM & sales systems

Sync contacts, companies, and deals with your apps.

Google Gemini

AI & LLMs

Use Gemini models in AI Agents for your databases and workflows.

Fillout

Forms & messaging

Start workflows the moment a Fillout submission arrives.

Start building today. It's free!

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