Formstack + Salesforce

Create new Salesforce leads from new Formstack submissions

With this workflow, as soon as a new form submission occurs in Formstack, a lead is instantly created in Salesforce. This smooth process ensures all relevant data is transferred promptly and securely, boosting your customer relationship management efforts. Not only does it save you time from manual data entry, but it also empowers you to focus more on nurturing leads and expanding your business.

With this workflow, as soon as a new form submission occurs in Formstack, a lead is instantly created in Salesforce. This smooth process ensures all relevant data is transferred promptly and securely, boosting your customer relationship management efforts. Not only does it save you time from manual data entry, but it also empowers you to focus more on nurturing leads and expanding your business.

  1. When this happens...
    FormstackFormstack
    New Form Submission

    Triggers when a Form recieives a Submission.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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 triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    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 more

Related categories

  • Forms & Surveys

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier