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Automatically create leads in Salesforce when forms are submitted.

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Setup Steps

1

Create a Connected App

  1. Log in to Salesforce
  2. Go to Setup → App Manager
  3. Click New Connected App
  4. Fill in basic info:
    • Connected App Name: “Spike Forms”
    • API Name: “Spike_Forms”
    • Contact Email: your email
  5. Enable OAuth Settings:
    • Callback URL: https://spike.ac/oauth/callback
    • Selected OAuth Scopes:
      • api
      • refresh_token, offline_access
  6. Save and wait for activation (2-10 minutes)
2

Get OAuth Credentials

  1. After the app is created, click Manage Consumer Details
  2. Copy the Consumer Key (Client ID)
  3. Copy the Consumer Secret (Client Secret)
3

Generate Refresh Token

  1. Use the OAuth flow to get a refresh token
  2. Or use Salesforce Workbench:
4

Get Instance URL

Your Instance URL is your Salesforce domain:
https://yourinstance.salesforce.com
Or for custom domains:
https://yourcompany.my.salesforce.com
5

Configure in Spike

  1. Go to your Spike Dashboard
  2. Select your form → Settings
  3. Scroll to Integrations → Salesforce
  4. Enable the toggle
  5. Enter your Client ID
  6. Enter your Client Secret
  7. Enter your Refresh Token
  8. Enter your Instance URL
  9. Save changes

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Field Mapping

Spike creates Leads with these mappings:
Form FieldSalesforce Field
name or first_nameFirstName
last_nameLastName
emailEmail
phonePhone
companyCompany
messageDescription
Salesforce requires either Company or LastName for leads. Include at least one of these fields.

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Troubleshooting

  • Verify all OAuth credentials are correct
  • Check that the refresh token hasn’t expired
  • Ensure the connected app is active
  • Verify the Instance URL is correct
  • Regenerate the refresh token
  • Check that the connected app has correct OAuth scopes
  • Verify the Client ID and Secret match
Salesforce requires Company or LastName. Make sure your form includes one of these fields.

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Advanced Setup

For complex Salesforce integrations (custom objects, workflows, etc.), use Webhooks to send data to a custom endpoint or Salesforce Flow.