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Formstack + Salesforce

Update Salesforce records with new Formstack submissions

Effortlessly keep your Salesforce records up-to-date with the latest information from Formstack submissions. This automation will streamline your workflow by updating existing Salesforce records whenever there's a new Formstack submission. No more manual data entry or worrying about outdated information - improve your efficiency and accuracy with this seamless integration.

Effortlessly keep your Salesforce records up-to-date with the latest information from Formstack submissions. This automation will streamline your workflow by updating existing Salesforce records whenever there's a new Formstack submission. No more manual data entry or worrying about outdated information - improve your efficiency and accuracy with this seamless integration.

  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
    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

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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