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Salesforce

Salesforce Integration

Automate data collection, document generation, and signature capture within Salesforce.

Salesforce Integration

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Integration Overview

With Forms for Salesforce, you can collect data and send it to records in your Salesforce account. Track, manage, and develop customer relationships with one, easy-to-use platform.

Partner Overview

Salesforce is the world’s #1 customer relationship management (CRM) platform. They help your marketing, sales, commerce, service, and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

Use the integration to:

  • Map fields from your forms into Salesforce to create new records or upsert existing records
  • Enhance your data collection with A/B testing, Partial Submissions, and form drop-off analytics 

What You Need

  1. Formstack Forms account
  2. Salesforce account

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How It Works

  1. Quickly create mobile-friendly forms with Formstack's drag-and-drop builder. You can build from scratch or choose from over 100 premade templates.
  2. Integrate Formstack Forms with Salesforce by logging into your Salesforce account within the Formstack Forms app. You'll need your username, password, and security token for access.
  3. Map form fields to the objects you want to populate in Salesforce. Multiple objects can be updated with one form submission. You can also update existing records with new data.

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Find Out More

To learn how to set up the Salesforce integration, read this help article. Formstack also enables you to manage forms built directly in Salesforce via our Salesforce app. 

Salesforce Integration

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Integration Overview

With the Documents for Salesforce integration, you can pull Salesforce contact data into mapped fields within your document templates. Save time on manual data entry, and create custom, engaging sales documents in minutes.

Partner Overview

Salesforce is the world’s #1 customer relationship management (CRM) platform. They help your marketing, sales, commerce, service, and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

Use the integration to:

  • Eliminate human error and paper-based processes by automating the creation, delivery, and signing of all types of documents
  • Free your team from having to manually copy and paste information into your documents
  • Enjoy the ease of a unified workflow that can pass information to multiple documents at once

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What You Need

  1. Formstack Documents account
  2. Salesforce account

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How It Works

  1. Build a document in your Formstack Documents account, or upload your own PDF, Word, Excel, or PowerPoint file.
  2. Deliver documents to customers and employees by choosing a third-party integration or sending them via email.
  3. Integrate Formstack with Salesforce by downloading Formstack Documents from the AppExchange. Once you set up your mappings, you can automate your document generation in multiple ways, including from a Formstack Forms submission or by adding a Documents button directly to your Salesforce layout.

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Find Out More

Read this help article to learn how to set up your own Salesforce document generation workflows. 

Salesforce Integration

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Integration Overview

Customize documents within Salesforce and deliver them for eSignature by integrating your Salesforce account with Formstack Sign. Easily collect signatures via email or text and sync signed documents back to Salesforce.

Try It Free

Partner Overview

Salesforce is the world’s #1 customer relationship management (CRM) platform. They help your marketing, sales, commerce, service, and IT teams work as one from anywhere—so you can keep your customers happy everywhere.

Use the integration to:

  • Deliver documents for digital signature via email or text
  • Sync signed documents back to Salesforce and update records
  • Simplify your workflows with our Salesforce integration while maintaining compliance

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What You Need

  1. Formstack Documents account
  2. Formstack Sign account
  3. Salesforce account

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How It Works

  1. Decide how you want your document to be delivered for eSignature via Formstack Sign. There are both email and text options.
  2. Define where signed documents should be saved and which records should be updated in Salesforce. 
  3. Connect Formstack Documents to your Formstack Sign and Salesforce accounts. This will give you the ability to deliver signed documents directly into Salesforce.

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Find Out More

Read this help article to learn how to set up your own Salesforce and Formstack Sign connection via Formstack Documents.

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