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There is no native Salesforce integration yet. Connect Formbricks to Salesforce with Make (recommended), n8n, or a custom webhook.

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Prerequisites

  • A Formbricks survey that collects email addresses
  • A Salesforce edition with API access (Enterprise, Unlimited, Developer, or Professional with the API add-on)
  • A Make or n8n account, unless you build a custom webhook
Make is a registered Salesforce app, so you only need to log in and click Allow. No Salesforce app setup is required.
1

Set Question IDs

Give each question a meaningful questionId so mapping is easier. These can only be changed before publishing; for a published survey, duplicate it first.Update Question ID
2

Add the Formbricks Trigger

In a new Make scenario, add Formbricks → Watch Response Finished. Click Create a webhook, enter your API host (default https://app.formbricks.com) and API key, and select your survey.Search FormbricksEnter API Key
3

Add the Salesforce Module

Add Salesforce → Create a Record. Next to Connection, click Add, log in, and click Allow. Set Type to Contact for existing customers, or Lead for new prospects.
4

Map Fields

5

Avoid Duplicates

Salesforce doesn’t match on email by default. Add a Search Records module before the create step and route existing matches to Update a Record.
6

Test and Activate

Submit a test response, confirm the record in Salesforce, and turn on the scenario.Formbricks to Salesforce Scenario

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Method 2: n8n

The built-in Salesforce node works on n8n Cloud and self-hosted, but needs a Salesforce app for OAuth login. The Formbricks trigger is a community node for self-hosted n8n; on n8n Cloud, use a Webhook node as the trigger with a Formbricks webhook pointing at it. The Webhook node nests the request under body, so use $json.body.data.data.* in place of $json.data.data.* in the expressions below.
1

Add the Formbricks Trigger

Install @formbricks/n8n-nodes-formbricks via Settings → Community Nodes. Then add the Formbricks trigger node, connect your API key and host, select Response Finished, and choose your survey.Add Formbricks Trigger
2

Create a Salesforce App

In Salesforce, go to Setup → App Manager → New External Client App (or New Connected App). Enable OAuth, set the callback URL n8n shows you (https://<your-n8n-domain>/rest/oauth2-credential/callback), and add the api and refresh_token, offline_access scopes. Copy the Consumer Key and Secret.
3

Add the Salesforce Node

Choose Contact → Create or Update, create a Salesforce OAuth2 credential with the key and secret, and click Connect my account.
4

Map Fields

Create or Update needs an external ID field to match on, such as a custom Email__c field on Contact marked as External ID and Unique. Set Match Against to Email__c and Value to Match to {{ $json.data.data.email }}, then map:
5

Test and Activate

Click Listen for event, submit a test response, confirm the record in Salesforce, and activate the workflow.

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Method 3: Custom webhook (advanced)

Use this only if you want to avoid Make or n8n. Your handler authenticates with the OAuth 2.0 Client Credentials Flow.

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Set up an External Client App

1

Create the App

Go to Setup → App Manager → New External Client App, and set Distribution State to Local.
2

Configure OAuth

Enable OAuth, use any callback URL (e.g. https://login.salesforce.com/services/oauth2/callback), and select only the api scope. Enable Client Credentials Flow and save.
3

Set the Run As User

In External Client Apps Manager → your app → Policies, set Run As to an active, full-license user with API Enabled and create/edit access on Contact.
4

Copy the Credentials

On the Settings tab, click Consumer Key and Secret and copy them. Changes can take a few minutes to apply.
See Salesforce’s Client Credentials Flow guide for details.

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Build the handler

1

Create a Formbricks Webhook

Go to Configuration → Integrations → Manage Webhooks → Add Webhook, enter your endpoint URL, select Response Finished, and choose your surveys.
2

Write the Handler

  1. Read the answers from data.data (keyed by questionId).
  2. Get a token: POST https://YOUR_DOMAIN.my.salesforce.com/services/oauth2/token with grant_type=client_credentials.
  3. Create the Contact: POST /services/data/vXX.0/sobjects/Contact.
  4. To avoid duplicates, query by email first and PATCH any match, or upsert via an external ID: PATCH /sobjects/Contact/Email__c/[email protected].
For signature verification, see Webhooks.
3

Deploy and Test

Deploy the handler to a public URL, submit a test response, and confirm the record in Salesforce.

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Troubleshooting

No record created
  • Check that you’re mapping the correct email questionId.
  • Contacts require LastName; Leads also require Company unless your org uses Person Accounts.
Duplicate records
  • Add a search-then-update step, or upsert on an external ID.
Authentication errors (Method 3)
  • no client credentials user enabled: set a valid Run As user under Policies.
  • no valid scopes defined: make sure the api scope is selected; Client Credentials ignores full and refresh_token.
  • Expired token or blocked IP: request a new token on 401, and check Trusted IP Ranges.
Webhook not firing
  • Check the URL is public, Response Finished is selected, and the survey is linked.
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