⭐ Available in the following bundle: Advanced Integrations (incl. in Scale)
⭐ Available on the following plans: Business
👀 Not sure which plan you're on? Check your subscription here.
Salesforce is a one of the most popular CRM tools, uniting marketing, sales, and customer service teams. Connect Heyflow with Salesforce to map your funnel fields to Salesforce properties and track incoming Heyflow responses as leads.
With Heyflow's native Salesforce integration, you can:
Hand off leads seamlessly from funnel to CRM
Use Heyflow’s native Salesforce integration to send submissions straight into Salesforce - no external tools needed and easy to set up.Capture clean, structured lead data in Salesforce
Create leads from Heyflow submissions and map Heyflow fields (including Heyflow ID/Response ID/Referrer/URL or static text) to Salesforce properties.Create instant follow-up automation
Trigger Salesforce workflows right after a Heyflow submission to follow up quickly and personalize your sales and marketing activities.
Important to note
❗ All data that you want to map needs to have a System Label set:
Unmapped data will not be transferred, so make sure you map all relevant fields that you need in Salesforce.
❗ The information from your heyflow will overwrite existing Salesforce data (in case a Lead already exists).
Setup
Connecting your account
Within your heyflow, go to “Connect” and then to the tab “Response Handlers”
Click on “Connect to Salesforce”, a pop-up window will appear and ask you to provide your Salesforce credentials.
Click on Log In to connect your account.
Mapping data fields
In the Salesforce integration tab, select “Leads”.
Choose a Heyflow field and map it to the corresponding field in your integration. You can select from:
built-in fields like Heyflow ID, Response ID, Referrer, URL (with parameters), or A/B test ID and version;
a static text input to send fixed values (e.g. an identifier that will only be sent to the integration);
or any input field from your flow.
Repeat this process for all relevant fields and click on “Save changes” afterward.
And that’s it, you will now receive your responses as Leads in Salesforce!
❗ Please note: Depending on your Salesforce setup, there might be required fields that you need to map for the integration to work.
🔎 You can only forward individual file uploads, as each upload generates a single link. If you need to collect multiple files, you can add multiple Upload blocks to your flow. Learn more about Uploads here.
How to manage your Salesforce integration
In your Heyflow account settings under "Integrations", you can manage your connected Salesforce account. You can also see in which flows the integration is currently active.
Reconnect or review your Salesforce integration
Go to your Heyflow account settings under "Integrations".
Click on the Salesforce integration to open its settings.
If your OAuth connection has expired or you changed your sign-in method, click "Reconnect" to re-authenticate with one click.
How to remove Salesforce
There are two ways to remove Salesforce from Heyflow, depending on what you want to do.
Remove Salesforce from a single flow
Open your flow and go to the Salesforce integration settings. Click "Pause" to temporarily stop sending data, or "Delete" to remove the integration from that flow entirely.
Disconnect your Salesforce account from Heyflow
Go to your Heyflow account settings under "Integrations". Click "Manage Accounts", then "Remove account".
❗ If you remove your Salesforce account, all Salesforce integrations are removed from your flows. No data will be sent to Salesforce until you reconnect.
Tracking URL Parameters
If you want to pass URL/UTM parameters from your flow to Salesforce, you need to set up a hidden input field to capture the data. Once set up, you can map these input fields to corresponding fields in your response handler of choice.
The UTM parameters will then be automatically passed along with each response—without your visitors noticing. 🚀
Troubleshooting
If something goes wrong with your integration, an automatic email notification will be sent. The message includes the flow ID, response ID and a description of the error returned by your integration.
🔎 For a list of common issues and general recommendations, check out the Troubleshooting Guide for Response Handlers.
I receive an error when connecting my Salesforce account.
An error can have different reasons. First, please check if the REST API is enabled for your organization. Turn it on and try again!