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How the connection works
Connect Salesforce in DropUI and configure form submissions to populate lead or contact records in your CRM.
Getting started
- Open integrations in DropUI and connect your account.
- Configure the connection for your chosen service.
- Create a form and use its submissions in your team's workflow.
Data and capabilities
The data available depends on form fields, connection settings and required consent.
Questions about the Salesforce integration
Connect Salesforce in DropUI and configure form submissions to populate lead or contact records in your CRM.
You need a DropUI account and access to a Salesforce account that allows you to configure the connection.
Submissions can include contact information and form fields. The available data depends on the form and connection settings.
After a successful form submission, DropUI can send its data through the configured active connection.
This connection sends submissions from DropUI to Salesforce. It should not be treated as a full two-way database sync.
Yes. This connection sends submission data, so create a form to collect the information you need.
Check the connection status, account permissions and integration settings. Contact DropUI support if the issue persists.