README

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
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
Enter your Salesforce instance URL and access token
Select the object type (Lead, Contact, etc.)
Configure field mappings as needed
Save and test!

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

stokoe / forms-to-salesforce-connector

Maintainers

Details