Forms to Salesforce Connector

Seamlessly connect your Statamic forms to Salesforce - Automatically create Leads, Contacts, and other Salesforce objects from form submissions with advanced field mapping and comprehensive error handling.

🔗 Related Connectors

This connector is part of the Forms To Wherever ecosystem. Check out our other connectors:

Forms To Wherever - Base package (required)
Forms To Mailchimp - Mailchimp email marketing
Forms To HubSpot - HubSpot CRM integration
Forms To ConvertKit - ConvertKit email marketing
Forms To ActiveCampaign - ActiveCampaign automation

Features

Multiple object support - Create Leads, Contacts, Accounts, Opportunities, or Cases
Custom field mapping to any Salesforce object field
Lead source tracking - Automatically set lead sources for attribution
Required field handling - Intelligent defaults for required Salesforce fields
OAuth refresh token support for longer-lived Salesforce integrations
Comprehensive error handling with detailed logging

This addon does:

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And this
And even this

How to Install

You can search for this addon in the Tools > Addons section of the Statamic control panel and click install, or run the following command from your project root:

composer require stokoe/forms-to-salesforce-connector

How to Use

Edit your form in the Statamic Control Panel
Navigate to the "Form Connectors" section
Enable the Salesforce connector
Choose one of these auth setups:
- Simple: enter your Salesforce instance URL and access token
- Recommended: enter your Salesforce instance URL, client ID, client secret, refresh token, and login URL for automatic token refresh
Select the object type (Lead, Contact, etc.)
Configure field mappings as needed
Save and test!

Salesforce Authentication

The connector supports two authentication approaches:

1. Static access token

Useful for quick tests, but the token will expire and need updating manually.

2. OAuth refresh token (recommended)

Provide these values from your Salesforce connected app:

Instance URL
Client ID
Client Secret
Refresh Token
Login URL (https://login.salesforce.com for production or https://test.salesforce.com for sandboxes)

When configured, the connector will request a fresh access token automatically before sending data, and retry once if the existing token has expired.

Conditional Field Mapping

You can map multiple form fields to the same Salesforce field to support conditional forms. For example, if you have separate service type fields that show based on a category selection:

Form Field	Salesforce Field
residential_service	Service_Type__c
commercial_service	Service_Type__c
retirement_service	Service_Type__c

The connector will use the first non-empty value, ignoring null/empty fields.

Requirements

PHP 8.2+ (8.3+ for Statamic 6)
Statamic 4.0+ | 5.0+ | 6.0+
Forms To Wherever base package