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Formstack + Salesforce Essentials

Create Salesforce Essentials records from new Formstack submissions

Save time and improve data accuracy with this efficient workflow. When a new submission is received in Formstack, it will instantly create a new record in Salesforce Essentials, streamlining your data management process. No more manual data entry or time-consuming imports; stay organized and up-to-date effortlessly.

Save time and improve data accuracy with this efficient workflow. When a new submission is received in Formstack, it will instantly create a new record in Salesforce Essentials, streamlining your data management process. No more manual data entry or time-consuming imports; stay organized and up-to-date effortlessly.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

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

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
formstack logo
formstack logo

About Formstack

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

Related categories

  • Forms & Surveys

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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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