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Formstack + Salesforce

Update Salesforce records with new Formstack submissions

Keep your Salesforce records updated in real time when a form is submitted on Formstack with this integration. Using the power of automation, you can streamline data updates across platforms, reducing manual work. Say goodbye to data entry errors and enjoy a smoother, more efficient workflow.

Keep your Salesforce records updated in real time when a form is submitted on Formstack with this integration. Using the power of automation, you can streamline data updates across platforms, reducing manual work. Say goodbye to data entry errors and enjoy a smoother, more efficient workflow.

  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.