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Formstack + Salesforce Integrations

Zapier lets you send info between Formstack and Salesforce automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do Even More with Formstack + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Formstack + Salesforce workflows do more for them.

  • Zapier users love adding ZeroBounce to their workflows

    Validate new Formstack form leads before adding them as leads to Salesforce

    Premium
    Validate new Formstack form leads before adding them as leads to Salesforce
    • Formstack logo
    • Salesforce logo
    • ZeroBounce logo
    Formstack + Salesforce + ZeroBounce
  • Zapier users love adding Verifalia to their workflows

Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new form is added.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Remote Address

      The IP address of the original submitter.

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • FormRequired

      Select which form to watch for submissions.

    Trigger
    Instant
    Try It
    • Api Docs Info

      API docs for Formstack are located here https://developers.formstack.com/

    • HTTP MethodRequired

    • URLRequired

      Requests can only be made to domains associated by this application.

    • Query String Parameters

      These params will be URL-encoded and appended to the URL when making the request.

    • Headers

      Authentication headers are included automatically

    • Additional Request Headers

      Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

    • Body

      Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It

How to connect Formstack + Salesforce

  1. Step 1: Authenticate Formstack and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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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

  • Forms & Surveys

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