Title: Connect Salesforce | OneForm > Create or update a Salesforce lead for each client, rated Hot, Warm or Cold from their OneForm lead score. Source: https://oneform.si/help/integrations/salesforce/ --- 1. [Help Center](https://oneform.si/help/) 2. [Integrations](https://oneform.si/help/integrations/) 3. Connect Salesforce [View as Markdown](https://oneform.si/help/integrations/salesforce.md) # Connect Salesforce Create or update a Salesforce lead for each client, rated Hot, Warm or Cold from their OneForm lead score. [Pro plan and up](https://oneform.si/pricing/ "See what each plan includes")Admins and ownersUpdated October 22, 2026 · 2 min read [Connect Salesforce ↗](https://app.oneform.si/integrations?open=salesforce&help=salesforce)[Open Leads ↗](https://app.oneform.si/leads?help=salesforce) Salesforce gets every new client as a lead, rated by how likely they are to become a client. OneForm updates the open lead with the same email, or creates one, so syncing twice never makes a duplicate. ## Connect Salesforce ![The Salesforce panel on the Integrations page](https://app.oneform.si/media/4165a11c-9b89-56ba-8051-eed7695805b6) 1. Go to [Integrations](https://app.oneform.si/integrations?open=salesforce). The Salesforce panel opens. 2. Click **Connect Salesforce**. 3. Sign in to Salesforce and allow OneForm access. 4. You're back in OneForm, and Salesforce is connected. ## What OneForm sends OneForm looks for an open (not converted) lead with the person's email. It updates that lead, or creates a new one, with: | Salesforce field | What goes in it | | --------------------- | --------------------------------------------------------------------------------- | | First Name, Last Name | The client's name. Without a last name, OneForm uses the first name or the email. | | Company | Their company, or their name when there isn't one. | | Email, Phone | Their contact details. | | Rating | Hot, Warm or Cold, from the OneForm lead grade. | | Description | The OneForm lead score and the reasons for it. | If the person's lead was already converted, OneForm creates a new lead rather than touching the converted one. ## Send leads from the Leads page 1. Go to [Leads](https://app.oneform.si/leads). Tick the people to send, or filter the list. With nothing ticked, everyone shown is sent. 2. Click **Export**. 3. Under **Send to your CRM or a sheet**, choose your Salesforce account. This needs full Leads on your plan, and an owner or admin. See [Send leads to your CRM](https://oneform.si/help/responses-and-leads/send-leads-to-your-crm/). ## Send leads automatically 1. Open [Workflows](https://app.oneform.si/workflows) and open the workflow you want. 2. Click **+** (**Add an action**) and choose **Send the lead to Salesforce**. 3. Under **Salesforce account**, choose the account. 4. Under **Which leads**, choose **Everyone**, **Warm & hot** or **Hot only**. 5. Click **Test it**, then **Turn on** (or **Save and turn on**). ## Disconnect Salesforce On the [Integrations](https://app.oneform.si/integrations) page, click **Manage** on the Salesforce card, then **Disconnect**. OneForm also gives up its access in Salesforce. The leads it made stay in Salesforce. The access OneForm keeps while connected is stored encrypted. ## Why wasn't a lead sent to Salesforce? - **They have no email.** Salesforce leads are matched by email, so a lead with only a phone number is skipped. - **The workflow action skipped them.** It only sends the leads you chose under **Which leads**. - **Salesforce access was removed or expired.** The Salesforce card moves to **Needs attention**; click **Reconnect**. Was this article helpful? [← PreviousConnect Pipedrive](https://oneform.si/help/integrations/pipedrive/)[Next →Connect Zoho CRM](https://oneform.si/help/integrations/zoho-crm/) ## Related articles [Connect OneForm to your other appsHow the Integrations page works, how one-click connecting works, which apps your plan includes, and how to disconnect.Basic plan and up](https://oneform.si/help/integrations/integrations-overview/)[Responses and leadsSend leads to your CRMSend people from the Leads page to HubSpot, Salesforce, Pipedrive, Zoho CRM, Google Sheets or Excel, with their score and why.Pro plan and up](https://oneform.si/help/responses-and-leads/send-leads-to-your-crm/)[Responses and leadsLeads explainedThe Leads page lists everyone who filled in a form, one row per person, scored from 0 to 100 so you know who to call first.Basic plan and up](https://oneform.si/help/responses-and-leads/leads-explained/)[Connect HubSpotAdd or update the client as a HubSpot contact, with their OneForm lead score, from the Leads page or a workflow.Pro plan and up](https://oneform.si/help/integrations/hubspot/) Still stuck? 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