Salesforce integration and features

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Salesforce made easy

Send results and files collected from your form to create new records at Salesforce
Integration can interact with any available Salesforce object, even custom objects and custom fields
Easily create robust web-to-lead or web-to-case forms using Formsite's features including advanced validation, multi-page logic, item and page rules logic, and notifications
Simple setup—once your form is connected to Salesforce, our Salesforce Object Block item adds the items and mapping automatically
New results and updates are processed instantly and show up in Salesforce in real-time

Salesforce CRM users can use our integration to easily insert object records into your Salesforce account. You can use our robust form editor to create the form you want, and then simply map the form items into your Salesforce object fields, even supporting files and custom objects.

Editing your saved results will also update the corresponding object record in Salesforce. You can also choose to optionally trigger the assignment rules and emails within your Salesforce account when a new result comes in. Files collected on your form can also be sent to Salesforce and attached to the mapped parent object.