Documentation Index
Fetch the complete documentation index at: https://docs.softr.io/llms.txt
Use this file to discover all available pages before exploring further.
Salesforce integration
Connect Salesforce with your Softr applications to automate CRM workflows, sync customer data, and keep your sales team’s pipeline up to date — all without writing code.
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 record
Add 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 record
Update 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 record
Retrieve 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 records
Fetch 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 record
Permanently remove a record from any Salesforce object by ID. Trigger this from a Softr admin action button or a data-cleanup workflow.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.
Example Use Cases
| Use Case | Description |
|---|---|
| Lead capture from forms | When a visitor submits a contact form in your Softr app, automatically create a Salesforce Lead or Contact with their details. |
| Member portal sync | When a new user signs up to your Softr portal, create a corresponding Salesforce Contact and assign them to the right account. |
| CRM data enrichment | Allow customers to update their own profile in a Softr portal, and have those changes flow directly into their Salesforce record. |
| Deal pipeline automation | When a form is submitted or a status changes in Softr, automatically create or update a Salesforce Opportunity to keep your pipeline current. |
| Admin record management | Give your team an internal dashboard in Softr to look up, edit, or remove Salesforce records without needing Salesforce licenses for every user. |
| Deduplication before outreach | Before creating a new record, query Salesforce with a SOQL filter to check whether it already exists, and skip or update instead of duplicating. |
| Offboarding automation | When a user account is deleted in Softr, automatically delete or update the corresponding Salesforce record. |
How to Connect Softr with Salesforce
Salesforce requires a one-time package installation before you can connect your org via OAuth.
- 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.