FORMSTACK FOR SALESFORCE

Maximize your Salesforce investment

Automate your Salesforce workflows with an all-in-one form, document, and eSignature solution.

 

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2021 leader in Online Forms, Document Generation, and eSignature collection.

Build seamless Salesforce workflows

With Formstack for Salesforce, you can break down data silos, save time, and improve the customer experience with dynamically pre-filled forms, automated document generation, and streamlined digital signature collection—all without ever leaving your Salesforce org.
Simplify Processes

Create powerful Salesforce forms without tedious field mappings, and generate documents with the click of a button directly from a Salesforce record. 

Save Valuable Time

Streamline how you manage and update Salesforce records with forms that can upsert new information into Salesforce. 

Meet Customer Needs

Provide exceptional customer experiences that reduce friction and leave a positive, lasting impression.

Access user-friendly Salesforce features

With Formstack’s Salesforce automation tools, you can create efficient end-to-end processes that scale with your business.

Native Form Builder

Easily collect data and improve the customer experience with forms that can be built directly in Salesforce. No integration needed.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Payment Processing

Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS to seamlessly collect and process payments.

One-Click Documents

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

Flexible-Rules Engine

Easily create rules that let you route data to multiple documents, add conditional logic, and send completed files to third-party apps.

Multiple Delivery Options

Easily upload documents to the cloud, attach to Salesforce records, or deliver to Formstack Sign for digital signature capture.

An all-in-one Salesforce automation solution

Forms for Salesforce

Use our drag-and-drop builder to create powerful forms directly in Salesforce. Dynamically prefill data from any object to reimagine your form experience.
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Documents for Salesforce

Use our seamless document generator to automate your Salesforce document creation. Easily populate documents with data in just a couple clicks.
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Formstack Sign

Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device.
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Put your data to work with Formstack’s native tools for Salesforce.
See How It Works

Hundreds of orgs rely on Formstack for Salesforce

Formstack’s Salesforce automation tools help teams save time and digitize processes at scale.

“This is a great tool, and Formstack has excellent customer support. Highly recommend for those seeking to use in Salesforce.”
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“Our company got Formstack for Salesforce, and it has simplified so many things on our end. It makes it super easy to gather information from prospects…”
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“Formstack's support team understands the support a partner needs, takes time to understand where we are in the implementation, and prioritizes accordingly.”
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“From the sales cycle to the trial period to the ongoing support that we receive from Formstack, it is an absolute game-changer.”
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“Easy to use and with great support. I chose this app over quite a few which didn't do what they advertised. Formstack does everything I wanted.”
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“It has saved so much trouble and heartache in onboarding new clients, but beyond that, their support has been stellar every step of the way.” 
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Ready to get started?

Learn how our suite of products can help you streamline your Salesforce workflows and automate the processes that matter most to your business.