Forms, Surveys & Quiz

Cognito Forms and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Cognito Forms and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Cognito Forms and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Cognito Forms and Salesforce, Albato is the way to go!

Build smart, no-code workflows with Cognito Forms and Salesforce using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Salesforce and Cognito Forms integration

In Cognito Forms and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 12

New Entry

Triggers

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Entry Updated

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Delete record

Triggers

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Update record

Triggers

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Actions 27

Create Entry

Actions

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Update Entry

Actions

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Create a record

Actions

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Delete a record by ID

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Cognito Forms to Salesforce

Create powerful Cognito Forms integration with Salesforce in just a few simple steps.

STEP 1

Connect Cognito Forms to Salesforce

Log in to Albato, select Cognito Forms and Salesforce, and follow the quick setup steps—no coding required. Integrate Cognito Forms with Salesforce with just a few clicks!

STEP 2

Build a workflow for your Cognito Forms and Salesforce integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Cognito Forms and Salesforce. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Cognito Forms + Salesforce integration and access all premium features.

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Salesforce integration with Cognito Forms

Cognito Forms

Automate form data collection and processing with the Cognito Forms integration via Albato, connecting you to over 1,000 popular applications. This integration enables you to manage form entries more efficiently by automatically creating, updating, retrieving, or deleting submissions through Cognito Forms’ API. Easily connect with tools like Google Sheets, Notion, CRMs, or email platforms to trigger workflows when new entries are received or updated. Available triggers include new, updated, and deleted entries, while actions support full entry management, including creation, update, search by ID, and deletion. Simplify data handling and boost productivity with the Cognito Forms integration via Albato.

Salesforce

Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Cognito Forms

4 min. read

How to Connect Cognito Forms to Albato

By connecting Cognito Forms with Albato, you can automate form submissions, sync data across 800+ apps, including AI tools, and streamline your lead collection process.

Frequently asked questions about Cognito Forms and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Cognito Forms and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Cognito Forms and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Cognito Forms and Salesforce, Albato is the way to go!

Does Cognito Forms integrate with Salesforce on the free plan?

Yes, you can integrate Cognito Forms with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Cognito Forms integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Cognito Forms Salesforce integration at no cost.

How to connect Salesforce to Cognito Forms for scheduled syncs?

To sync Salesforce with Cognito Forms on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Cognito Forms integration with Salesforce seamless and tailored to your specific needs.

Does Cognito Forms integrate with Salesforce in real time?

Yes, Cognito Forms integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Cognito Forms integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Cognito Forms and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Cognito Forms, ensuring your workflows operate according to your requirements.

How to connect Cognito Forms to Salesforce?

Setting up an integration between Cognito Forms and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Cognito Forms and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Cognito Forms (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Cognito Forms and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Cognito Forms and Salesforce, automating your workflows and saving you time.

How to connect Cognito Forms to Salesforce to sync historical data?

To sync Cognito Forms with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Cognito Forms, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Cognito Forms for two-way synchronization?

To integrate Salesforce with Cognito Forms for two-way synchronization, Albato uses a system of triggers and actions. You can link Cognito Forms to Salesforce by setting up two separate automations. The first automation sent data from Cognito Forms to Salesforce. For instance, when a record is created or updated in Cognito Forms, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Cognito Forms when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Cognito Forms integration and keeps your data consistent across both platforms.

Build your automation for free!

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Cognito Forms and Salesforce integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Salesforce and Cognito Forms integration

New Entry

Entry Updated

Delete record

Update record

Create Entry

Update Entry

Create a record

Delete a record by ID

What users say about Albato

How to Connect Cognito Forms to Salesforce

Connect Cognito Forms to Salesforce

Build a workflow for your Cognito Forms and Salesforce integration

Map your data

How does the integration with Cognito Forms and Salesforce works in Albato?

Salesforce integration with Cognito Forms

Cognito Forms

Salesforce

Learn how to connect Salesforce to Cognito Forms

How to Connect Cognito Forms to Albato

Frequently asked questions about Cognito Forms and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Cognito Forms and Salesforce?

Does Cognito Forms integrate with Salesforce on the free plan?

How to connect Salesforce to Cognito Forms for scheduled syncs?

Does Cognito Forms integrate with Salesforce in real time?

How to connect Cognito Forms to Salesforce?

How to connect Cognito Forms to Salesforce to sync historical data?

How to connect Salesforce to Cognito Forms for two-way synchronization?

Build your automation for free!