Cloudy Survey & Form Knowledge Base

Native Salesforce Integration

This capability ensures that every response collected through the form or survey is instantly and automatically mapped to and stored as a record within your Salesforce CRM, eliminating manual data entry.

Cloudy Survey & Form ensures seamless integration with Salesforce by: 

Real-Time Data Syncing: Submissions are pushed to Salesforce the moment they are completed. 

Object Mapping: Easily map form fields to standard or custom Salesforce objects (e.g., Lead, Contact, Case, Custom Object). 

Updating Existing Records: Automatically update or create new Salesforce records, ensuring your CRM data is always current.