Salesforce 

Formstack 


Integrate Salesforce with Formstack
when a new opportunity is created in salesforce , creates a submission for a form in FormStack.




What is Salesforce?

Salesforce.com, is an American cloud computing company headquartered in San Francisco, California. Though its revenue comes from a customer relationship management (CRM) product, Salesforce also sells commercial applications of social networking through acquisition and internal development.

What is Formstack?

Formstack is a data management solution that helps users collect information through various types of online forms, including surveys, job applications, event registrations, and payment forms



How to set the workflow up

  • Select Salesforce as your trigger app and select an event
  • Select Formstack as your action app and select an event
  • Map the fields from Salesforce to Formstack by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a new opportunity is created in Salesforce , creates a submission for a form in FormStack.

Try it now