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stokoe/forms-to-salesforce-connector
====================================

0.1.1(2mo ago)119PHPPHP ^8.2 || ^8.3

Since Nov 15Pushed 2mo ago1 watchersCompare

[ Source](https://github.com/Stokoe-dev/statamic-forms-to-salesforce-connector)[ Packagist](https://packagist.org/packages/stokoe/forms-to-salesforce-connector)[ RSS](/packages/stokoe-forms-to-salesforce-connector/feed)WikiDiscussions main Synced 3w ago

READMEChangelog (4)Dependencies (6)Versions (6)Used By (0)

Forms To Salesforce Connector
=============================

[](#forms-to-salesforce-connector)

**Seamlessly connect your Statamic forms to Salesforce** - Automatically create Leads, Contacts, and other Salesforce objects from form submissions with advanced field mapping and comprehensive error handling.

🔗 Related Connectors
--------------------

[](#-related-connectors)

This connector is part of the **Forms To Wherever** ecosystem. Check out our other connectors:

- **[Forms To Wherever](https://statamic.com/addons/stokoe/forms-to-wherever)** - Base package (required)
- **[Forms To Mailchimp](https://statamic.com/addons/stokoe/forms-to-mailchimp-connector)** - Mailchimp email marketing
- **[Forms To HubSpot](https://statamic.com/addons/stokoe/forms-to-hubspot-connector)** - HubSpot CRM integration
- **[Forms To ConvertKit](https://statamic.com/addons/stokoe/forms-to-convertkit-connector)** - ConvertKit email marketing
- **[Forms To ActiveCampaign](https://statamic.com/addons/stokoe/forms-to-activecampaign-connector)** - ActiveCampaign automation

Features
--------

[](#features)

- **Multiple object support** - Create Leads, Contacts, Accounts, Opportunities, or Cases
- **Custom field mapping** to any Salesforce object field
- **Lead source tracking** - Automatically set lead sources for attribution
- **Required field handling** - Intelligent defaults for required Salesforce fields
- **OAuth refresh token support** for longer-lived Salesforce integrations
- **Comprehensive error handling** with detailed logging

This addon does:

- This
- And this
- And even this

How to Install
--------------

[](#how-to-install)

You can search for this addon in the `Tools > Addons` section of the Statamic control panel and click **install**, or run the following command from your project root:

```
composer require stokoe/forms-to-salesforce-connector
```

How to Use
----------

[](#how-to-use)

1. Edit your form in the Statamic Control Panel
2. Navigate to the "Form Connectors" section
3. Enable the Salesforce connector
4. Choose one of these auth setups:
    - **Simple:** enter your Salesforce instance URL and access token
    - **Recommended:** enter your Salesforce instance URL, client ID, client secret, refresh token, and login URL for automatic token refresh
5. Select the object type (Lead, Contact, etc.)
6. Configure field mappings as needed
7. Save and test!

### Salesforce Authentication

[](#salesforce-authentication)

The connector supports two authentication approaches:

#### 1. Static access token

[](#1-static-access-token)

Useful for quick tests, but the token will expire and need updating manually.

#### 2. OAuth refresh token (recommended)

[](#2-oauth-refresh-token-recommended)

Provide these values from your Salesforce connected app:

- Instance URL
- Client ID
- Client Secret
- Refresh Token
- Login URL (`https://login.salesforce.com` for production or `https://test.salesforce.com` for sandboxes)

When configured, the connector will request a fresh access token automatically before sending data, and retry once if the existing token has expired.

### Conditional Field Mapping

[](#conditional-field-mapping)

You can map multiple form fields to the same Salesforce field to support conditional forms. For example, if you have separate service type fields that show based on a category selection:

Form FieldSalesforce Fieldresidential\_serviceService\_Type\_\_ccommercial\_serviceService\_Type\_\_cretirement\_serviceService\_Type\_\_cThe connector will use the first non-empty value, ignoring null/empty fields.

Requirements
------------

[](#requirements)

- PHP 8.2+ (8.3+ for Statamic 6)
- Statamic 4.0+ | 5.0+ | 6.0+
- Forms To Wherever base package

###  Health Score

38

—

LowBetter than 83% of packages

Maintenance86

Actively maintained with recent releases

Popularity8

Limited adoption so far

Community7

Small or concentrated contributor base

Maturity44

Maturing project, gaining track record

 Bus Factor1

Top contributor holds 100% of commits — single point of failure

How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window.

**Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores.

**Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement.

**Maturity (30%)** — Project age, version count, PHP version support, and release stability.

###  Release Activity

Cadence

Every ~50 days

Total

4

Last Release

71d ago

### Community

Maintainers

![](https://avatars.githubusercontent.com/u/38764871?v=4)[stokoe](/maintainers/stokoe)[@StokoE](https://github.com/StokoE)

---

Top Contributors

[![Michael-Stokoe](https://avatars.githubusercontent.com/u/2981213?v=4)](https://github.com/Michael-Stokoe "Michael-Stokoe (8 commits)")

### Embed Badge

![Health badge](/badges/stokoe-forms-to-salesforce-connector/health.svg)

```
[![Health](https://phpackages.com/badges/stokoe-forms-to-salesforce-connector/health.svg)](https://phpackages.com/packages/stokoe-forms-to-salesforce-connector)
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