Introducing Submittable Integration with Salesforce

10/15/2019

Coming soon: integration between Submittable and Salesforce, which will allow users to automatically sync Submittable form data with their Salesforce account via custom integration mapping. 

Salesforce is a customer relationship management (CRM) solution used by more than 150,000 companies. Since many Submittable clients—including hundreds of nonprofits and foundations—rely on Salesforce for their marketing, sales, and services management, we’re pleased to offer integration between Submittable and Salesforce. The result is a powerful but personalized tool, allowing users to create a custom map to automatically integrate Submittable data into their Salesforce account.

What is Salesforce Integration?

With Salesforce Integration, you can:

  • Create a custom map of your Submittable form fields to your Salesforce objects.
  • Automate information sharing between Submittable and Salesforce. 
  • Leverage your Submittable data when working in Salesforce.

How can Salesforce Integration help me and my team?

Salesforce Integration offers organizations the following benefits: 

  • A holistic view of relationships. You’ve come to rely on Salesforce as your source of truth for business-critical relationship management. Submissions and application data you collect through Submittable are an integral piece of that story. 
  • A cohesive data environment. Information you collect through Submittable can and should be leveraged in your Salesforce data collection and analysis.
  • Saving time and money. Merging Submittable data through our Salesforce Integration does not require technical expertise. This saves you the thousands of dollars it would take contracting with third party developers to build a custom API call. 

How does Salesforce Integration work?

Submittable’s Salesforce integration supports 1:1 mapping, or the mapping of Submittable form field data to a direct Salesforce object. At this time we do not support mapping to a nested Salesforce object.  

That means we support this:

supported form data mapping

But we do not support this: 

unsupported form data mapping

Additionally, data passed from Submittable to Salesforce is a string data type. At this time, we do not support the conversion of data types.

What Submittable data can be integrated with Salesforce?

Text data from Submittable forms are eligible for Salesforce Integration. At this time, we do not support data integration from other functions including reviews, submitter profiles, additional forms, or table fields/file attachments from initial forms.

How do I add Salesforce Integration to my account?

You can add Salesforce Integration to your account by contacting our account management team at accountmanagement@submittable.com.

Also new at Submittable

We’re always working hard to bring you new and exciting features that will provide more value to your organization. In case you missed it, some other recent product enhancements include: 

  • Funds, a new feature you can use to track awards to applicants and stay on budget.
  • Review Workflow, a new feature you can use to create multiple rounds of customized reviews. 

As always, your account manager is available to tell you more, answer your questions or sign you up for these new tools.

Natalya DeRobertis-Theye

Natalya is a product marketer at Submittable focused on helping organizations get a ton of value out of the platform. She is a bookworm, adventure enthusiast and card-carrying cat lady as well as a writer and yogi—learn about her practice here: natalyadt.com.