When you connect your Wistia account to your Salesforce instance, you can captures leads through Turnstile, Channel subscriptions, and live event registration.

When setting up forms and connecting to Salesforce, you'll then be able to select your desired campaign to send leads to. Depending on what you choose for your form to require, this integration can collect just an email address, or email address and first and last name.

Within your Wistia account, click into your account dropdown and select "Settings."

Head to the integrations page, and click into the Salesforce option to connect your account.

Click "Connect," sign into Salesforce, and allow the necessary permissions to connect the integration.

Once Salesforce is connected, your Salesforce instance URL will display for reference. Ensure the integration is set to "Primary."

Head to your video's customize menu, and click into the Turnstile section. Toggle the Turnstile to "On" and check off the "Salesforce" integration option. Then, select your desired campaign to send leads to from the dropdown menu.

You can add additional customizations to your Turnstile, such as changing the upper and lower text, as well as the button text. Check out this page for a full breakdown.

To send leads to Salesforce through your Channel, you'll need to set up a Channel Subscription form and connect it to Salesforce.

Head to your desired Channel and click "Customize." Scroll down to the "Add-Ons" section and click into "Email Subscribers." Check off the "Show Subscribe Button" option to enable and customize the subscribe form.

With Salesforce connected as your primary integration, you'll see that this is set under "Provider." Open up the "List" dropdown menu. This will populate your Salesforce campaigns. Select your desired campaign and then save your changes.

You can also further customize the subscribe form by writing your header and/or legal notice. Head on over here for a full breakdown on Channel subscribe forms.

To set up your Salesforce instance with a live event, you can connect to the integration and select a campaign through either the Registrants page, or the Registration form page in Customize.

Click to connect to the integration, and then select your desired campaign to send leads to from the integration list dropdown.

Once all set, the integration will show as connected.

When a Wistia form connected to a Salesforce campaign is submitted, the data will show up in Salesforce in your chosen campaign.

To see the leads in your campaign, head to the "Campaign Members" section and click into it to see a complete list.

Click on a specific lead to see more details.

You can also find leads via search, or in the leads app.

No, this integration targets Salesforce Sales Cloud (the core CRM), not Salesforce Marketing Cloud.

Salesforce mandates a Company value for Leads; since we don’t capture it with Wistia forms at this time, we default to “Unknown.”

By adding each Lead to a CampaignMember, we:

No. If a Lead with that email already exists, we update it instead of creating a new one, ensuring one Lead per unique email.

Yes. Every form submission adds a CampaignMember for that Lead and the chosen campaign. Over time, you’ll see one Lead record linked to multiple campaigns via separate CampaignMember entries.

At this time, we can only send email address, or email address and first and last name.