Salesforce + Formstack Integrations
How to connect Salesforce + Formstack
Zapier lets you send info between Salesforce and Formstack automatically—no code required.
Popular Salesforce + Formstack workflows
Create Salesforce leads from new Formstack submissions
Create Salesforce leads from new Formstack submissionsPremiumValidate new Formstack form leads before adding them as leads to Salesforce
Validate new Formstack form leads before adding them as leads to SalesforcePremiumValidate new Formstack leads with Verifalia before sending them to Salesforce
Validate new Formstack leads with Verifalia before sending them to SalesforcePremium
Connect your apps and automate workflows
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Do Even More with Salesforce + Formstack
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 Salesforce + Formstack 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
Validate new Formstack form leads before adding them as leads to SalesforcePremiumZapier users love adding Verifalia to their workflows
Validate new Formstack leads with Verifalia before sending them to Salesforce
Validate new Formstack leads with Verifalia before sending them to SalesforcePremium
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Formstack
Triggers when a new form is added.
Scheduled
Trigger
- Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Instant
Trigger
- Formstack
Creates a submission for a form in FormStack.
Scheduled
Action
How Salesforce + Formstack Integrations Work
- Step 1: Authenticate Salesforce and Formstack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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