Sift + Salesforce
Push AI-Extracted Form Data Straight into Salesforce
How it works
Sift extracts structured data from every form submission and sends it as a JSON webhook. Zapier or Make receives the webhook and uses the Salesforce connector to create leads, contacts, accounts, or cases with the extracted fields already mapped. Your Salesforce admins don't need to build any custom integration — just configure the field mapping once and every future submission flows in automatically.
Setup guide
Create a Zapier Zap or Make scenario with a webhook trigger pointed at your Sift form.
Add a Salesforce action step (Create Lead, Create Contact, or Create Case) and authenticate your Salesforce org.
Map Sift's extracted fields to Salesforce object fields — name, email, company, description, and any custom fields.
Set up a Salesforce assignment rule or flow to route the new record to the right owner based on extracted attributes.
Test with a form submission and verify the record appears in Salesforce with all fields populated.
Data mapping
| Sift Field | Salesforce Field | Description |
|---|---|---|
| extraction.full_name | Salesforce: Lead Name | Full name parsed into FirstName and LastName fields on the Salesforce Lead object. |
| extraction.email | Salesforce: Email | Email address for the lead or contact record, used for matching and communication. |
| extraction.company_name | Salesforce: Company | Company name mapped to the Lead Company field or used to link to an existing Account. |
| extraction.description | Salesforce: Description | The full extracted message or enquiry details, stored in the Description field for rep context. |
| extraction.source_form | Salesforce: Lead Source | The Sift form name mapped to Lead Source so you can track which forms generate the most pipeline. |
Common use cases
- Capture enterprise leads from a gated whitepaper download form — Sift extracts name, title, company, and interest area, and Salesforce gets a fully qualified lead record.
- Create Salesforce Cases from customer complaint forms with AI-extracted issue category, product name, and severity level.
- Feed partner application forms into a custom Salesforce object with extracted business type, revenue range, and proposed integration details.
- Track event registrations as Salesforce Campaign Members with extracted attendee details, session preferences, and dietary requirements.
Frequently asked questions
Connect Sift to Salesforce
Set up in under 5 minutes with webhooks. No credit card required.
Start extracting data — free