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Formstack + Salesforce

Update Salesforce records each time new form submissions happen in Formstack

Make your data management process seamless by linking Formstack to Salesforce. With this workflow, every new form submission in Formstack leads to an update in the corresponding record in Salesforce. This automation not only saves valuable time but also ensures your Salesforce data stays up-to-date with the latest Formstack submissions, driving more efficient business operations.

Make your data management process seamless by linking Formstack to Salesforce. With this workflow, every new form submission in Formstack leads to an update in the corresponding record in Salesforce. This automation not only saves valuable time but also ensures your Salesforce data stays up-to-date with the latest Formstack submissions, driving more efficient business operations.

  1. When this happens...
    FormstackFormstack
    New Form Submission

    Triggers when a Form recieives a Submission.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • History ObjectRequired

    Trigger
    Polling
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions