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Formstack + Salesforce

Create Salesforce leads from new Formstack submissions

Easily streamline your lead generation process with this Formstack to Salesforce workflow. When a new submission is received in Formstack, a lead will be created in Salesforce, ensuring a seamless flow of information and saving you time on manual data entry. Focus on engaging with your leads, while this automation takes care of the data management.

Easily streamline your lead generation process with this Formstack to Salesforce workflow. When a new submission is received in Formstack, a lead will be created in Salesforce, ensuring a seamless flow of information and saving you time on manual data entry. Focus on engaging with your leads, while this automation takes care of the data management.

  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!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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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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