How to Integrate Softr with Salesforce

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These are the step-by-step instructions on how to integrate Softr with Salesforce using Zapier:

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1. In the Apps editor, go to the left sidebar and click ‘Create.’
2. Select 'Zaps' to begin building your automated workflows between your apps.
3. Click 'Trigger' to set up the event that will start your automation workflow.
4. Click Softr to connect.
5. Log in to your Softr account and select a 'Trigger event.' This event will define what action in Softr starts your automated workflow.
6. Once done, click 'Continue.'
7. Specify which database and table to monitor.
8. Once done, click 'Continue' to proceed to Action step.
9. Tap 'Test trigger' to verify your trigger works correctly before completing your Zap setup.
10. Click 'Continue' to proceed.
11. Connect Salesforce as your action app to automatically update CRM records when triggered.
12. Log in to your Salesforce account and select an Action event to define what your workflow will do.
13. Once done, click 'Continue.'
14. Fill in required data to configure.
15. Click 'Continue' to proceed.
16. Click on ‘Test step’ to verify that your automation is working as expected.
17. Once everything is final and runs smoothly, click 'Publish.'
18. Softr is now integrated with Salesforce.