Combine the power of Formstack with Salesforce

Automate your Salesforce workflows by connecting your CRM to Formstack's an all-in-one form, document, and signature solution.

Documents for Salesforce

Eliminate paper and manual data entry from your workflows with a powerful solution for Salesforce document generation.

One Click Documents

Add a custom Documents button to any Salesforce object to create documents based on individual records with a single click.

Forms Integration

Collect data and send it to records in your Salesforce account. Track, manage, and develop customer relationships with one, easy-to-use platform.

Documents Integration

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.
how it works

How can you access this add-on to your account

1
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Head over the Manage Plan section of the Formstack ID (FSID) administrative panel.
2

Scroll down and select the Formstack Salesforce integration add-on.
3

Schedule a time to meet with a sales rep to share your use case and ensure you're a good fit for this add on.
You can add this add-on to your Platform plan by visiting the Manage Plan section in the Admin Panel.

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Add-Ons, Apps & Solutions

Workflows

Create automated workflows that flow across teams and help you simplify key processes.

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Portals

Create an intuitive web portals system that acts as an easily accessible hub for your forms.

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Enterprise Plans

Enjoy a complete solution packed with advanced features, including robust data management.

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Conversion Kit

Add an extra layer of optimization to your forms with tools that can improve performance.

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Formstack for Healthcare

Need to securely process ePHI? Learn more about Formstack for Healthcare.

Learn More