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Formstack + Salesforce

Create new Salesforce leads from new Formstack submissions

With this workflow, as soon as a new form submission occurs in Formstack, a lead is instantly created in Salesforce. This smooth process ensures all relevant data is transferred promptly and securely, boosting your customer relationship management efforts. Not only does it save you time from manual data entry, but it also empowers you to focus more on nurturing leads and expanding your business.

With this workflow, as soon as a new form submission occurs in Formstack, a lead is instantly created in Salesforce. This smooth process ensures all relevant data is transferred promptly and securely, boosting your customer relationship management efforts. Not only does it save you time from manual data entry, but it also empowers you to focus more on nurturing leads and expanding your business.

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

    Triggers when a Form recieives a Submission.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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