Salesforce (Legacy in Free)

Salesforce is now a Pro integration. On Free, this page only applies to legacy configurations that were created before Salesforce moved behind the Pro tier.

Free edition behavior

• Existing Salesforce configuration is preserved.
• Existing configuration remains read-only.
• Previously configured dispatch can continue to run.
• New setup and editing require Pro.

For current Salesforce setup instructions, use the Pro Salesforce guide.

Test it

• Submit a form that already has legacy Salesforce configuration and confirm the lead appears in Salesforce.