Demo request form for Salesforce
Turn demo requests into Salesforce Leads, qualified and ready for assignment rules.
The mistake with demo requests is letting them sit outside the CRM. This form qualifies on company, size, and use case, then creates a Salesforce Lead with those fields mapped to standard fields.
Once it's a Lead, your assignment rules route it, your flows kick off, and your reporting counts it — no manual entry, no Web-to-Lead styling fight. The highest-intent records land where sales already works.
Preview
How it works
- 1
Deploy the form
Start from our demo request template — fields, validation, and logic already set up. Customize anything; it's yours.
- 2
Connect Salesforce
Connect your Salesforce account in one click and pick the CRM submissions should land in.
- 3
Collect on autopilot
Every submission creates a lead in your Salesforce CRM in real time, with your form fields mapped to the right Salesforce fields.
How your fields map to Salesforce
Each form field becomes a Salesforce field. Edit the mapping anytime in the form editor.
| Form field | Salesforce Salesforce field |
|---|---|
| Full name | Full name |
| Work email | Work email |
| Company | Company |
| Company size | Company size |
| What would you like to see? | What would you like to see? |
| Preferred time (optional) | Preferred time |
The honest catch
The honest catch: Salesforce enforces required fields, so a Lead needs LastName and Company and a Contact needs LastName. Map those (we default them) or the create call is rejected — we drop empty optional fields so a blank answer never blocks the record.
Questions
Is the demo request → Salesforce integration free?
Yes. The form and the Salesforce connector are included free with unlimited submissions. You only pay for usage-based add-ons, never per-response.
Do I need to write any code?
No. Connect Salesforce, map your fields in the visual editor, and you're live. The webhook plumbing is handled for you.
Can I customize the demo request form?
Completely. Add or remove fields, change labels, add conditional logic — the Salesforce mapping updates alongside it.
Every submission creates a Salesforce Lead or Contact.
Free forever. Unlimited submissions. No credit card.