Connect Your Website Forms to Salesforce (Without a Developer)

If your website has a contact form, volunteer sign-up, or donation inquiry form—but that data still ends up in someone’s inbox or a spreadsheet—there’s a better way.

Using no-code tools like Zapier or Make, you can automatically send form submissions straight into Salesforce. No developer required. Just clean data, instantly available to your team.

At Palm Consulting, we help organizations set up smart form connections that save time and ensure nothing falls through the cracks. Here's how we do it.

Why Integrate Your Web Forms with Salesforce?

When your form and CRM aren’t connected, it leads to:

• Manual data entry

• Missed follow-ups

• Duplicated or incomplete records

A good integration means:

✅ New contacts show up in Salesforce immediately

✅ Your team gets notified or assigned automatically

✅ Reporting is always up to date

And you don’t need a custom developer or expensive plugins to make it happen.

Tools You Can Use: Zapier or Make (formerly Integromat)

We typically recommend Zapier or Make because they:

• Work with nearly every website platform (WordPress, Wix, Webflow, Squarespace…)

• Support most form builders (Gravity Forms, Typeform, Jotform, etc.)

• Let you map form fields directly to Salesforce objects

Here’s a quick example of how a Zap might work:

1. Someone fills out your “Contact Us” form

2. Zapier creates a new Lead in Salesforce

3. A follow-up email is triggered and a task is assigned to a team member

We help clients go even further—like routing submissions based on geography, tagging contacts by interest, or logging form source data for reporting.

What We Do Differently at Palm Consulting

Setting up a Zap is easy. Setting up the right Zap is where experience counts.

We help clients:

• Define what data needs to be collected and where it should go

• Avoid duplicate records using Salesforce’s matching logic

• Connect multiple form types to different objects (e.g., Contacts, Opportunities, Custom Programs)

• Build flows in Salesforce that trigger from form submissions (like sending thank-you emails or alerts)

We also make sure your team knows how to manage and update these automations—so you don’t get stuck later.

A Quick Win for Any Small Team

This kind of integration is one of the fastest ways to create a more efficient workflow—especially if you’re just getting started with Salesforce. It doesn’t require a big project or new software, just a smart setup.

👉 Let’s talk and we’ll help you connect your forms to Salesforce the right way—clean, simple, and scalable.