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Build a practical Bit Assist and Salesforce integration that sends submitted form data directly to the right customer records. Bit Flows connects Bit Assist with Salesforce in a no-code workflow, helping your team capture leads, reduce manual entry, and follow up faster.
The Bit Assist and Salesforce integration uses Bit Assist submission triggers and Salesforce actions to create or update customer records. Bit Flows transfers mapped data between them automatically, so every qualifying form entry reaches the correct destination without manual copying.
Only 2 Platform Integrations? No,
Real Use Case
Imagine a visitor requests a consultation through Bit Assist, your Form Builder tool on WordPress. Instead of asking your team to copy the details, the submission starts a Bit Flows workflow.
Bit Flows checks the visitor’s answers, maps their name, email, phone number, service interest, and message, then sends the record to Salesforce, your CRM tool. High-priority requests can be routed to a specific owner, while incomplete or irrelevant entries are held back. Your team gets organized customer data quickly and can follow up without retyping each submission.
Bit Flows → Create Workflow → Add Trigger
This trigger starts the workflow whenever the Watch Submission event occurs in Bit Assist.
Select the Bit Assist source you want to automate and complete the connection settings required for the chosen trigger event.
The available options and data depend on the selected platform and trigger event.
Add Action → Salesforce
This action sends data from Bit Assist to Salesforce and performs the selected supported operation automatically.
Map the available data from Bit Assist to the compatible inputs provided by the selected Salesforce action.
The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.
Run the Watch Submission trigger and verify the selected Salesforce actions:
Then activate your workflow.
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Everything you need to know about connecting Bit Assist and Salesforce with Bit Flows.
No. Bit Flows provides a visual workflow builder in WordPress, so you can choose a Bit Assist trigger, configure a Salesforce action, and map data without writing code.
Available options depend on the connection. Bit Assist typically starts workflows when a form is submitted, while Salesforce can create or update records using the submitted data.
Yes. Bit Flows lets you map each Bit Assist field to the appropriate Salesforce field, including names, contact details, custom values, selections, and submission metadata.
Bit Flows starts the workflow when it receives the Bit Assist submission trigger and sends the mapped data to Salesforce during that workflow run.
Yes. You can add conditional rules based on Bit Assist submission values and route only matching entries to the relevant Salesforce action.
Bit Flows maintains its connections as supported features change. After an update, you can review your workflow in WordPress and adjust triggers, actions, authentication, or field mappings when needed.
Do you still have unanswered questions? Feel free to reach out to our support team for assistance!
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