Formstack + Salesforce
Create new Salesforce records every time new forms are submitted in Formstack
Streamline your data collection and record creation process with this handy automation. Whenever a new form is filled out in Formstack, this workflow will create a new record in Salesforce. Save time, reduce manual data entry errors and focus more on growing your relationships with your leads and customers. This integration helps your team transfer information smoothly and keeps your database up-to-date.
Streamline your data collection and record creation process with this handy automation. Whenever a new form is filled out in Formstack, this workflow will create a new record in Salesforce. Save time, reduce manual data entry errors and focus more on growing your relationships with your leads and customers. This integration helps your team transfer information smoothly and keeps your database up-to-date.
- When this happens...New Form
Triggers when a new Form is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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