Formstack + Salesforce
Update Salesforce records with new Formstack submissions
Easily keep your Salesforce records up-to-date with new Formstack submissions using this streamlined workflow. Whenever a new submission is received in Formstack, the corresponding record in Salesforce will be updated, ensuring your data stays accurate and organized. Say goodbye to manual data entry and hello to seamless information updates between your forms and CRM.
Easily keep your Salesforce records up-to-date with new Formstack submissions using this streamlined workflow. Whenever a new submission is received in Formstack, the corresponding record in Salesforce will be updated, ensuring your data stays accurate and organized. Say goodbye to manual data entry and hello to seamless information updates between your forms and CRM.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Update Record (UTC)
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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