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Formstack + Salesforce Integrations

How to connect Formstack + Salesforce

Zapier lets you send info between Formstack and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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  • Update Salesforce records with new Formstack submissions

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    Details
    • Formstack logo
    • Salesforce logo
    Formstack + Salesforce
  • Create Salesforce records for new Formstack submissions

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    Details
    • Formstack logo
    • Salesforce logo
    Formstack + Salesforce
  • Create Salesforce attachments from new Formstack submissions

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    Details
    • Formstack logo
    • Salesforce logo
    Formstack + Salesforce

Update Salesforce records with new Formstack submissions

Premium
Details
  • Formstack logo
  • Salesforce logo
Formstack + Salesforce

Create Salesforce records for new Formstack submissions

Premium
Details
  • Formstack logo
  • Salesforce logo
Formstack + Salesforce

Create Salesforce attachments from new Formstack submissions

Premium
Details
  • Formstack logo
  • Salesforce logo
Formstack + Salesforce

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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

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Welcome

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It

How Formstack + Salesforce Integrations Work

  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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