Hero background
No-code automationYour No-code and AI Automation Partner

Keep Salesforce Updated with Formstack

Streamline your CRM updates by connecting Formstack with Salesforce using Make. Automatically update or create new contacts, ensuring accurate data for your sales team. Boost efficiency and conversion rates with timely notifications.

When a Form Submitted
Solution
1. New Formstack Submission

Trigger when a form is submitted.

Find a Contact
Solution
2. Search for Existing Contact

Check if contact exists in Salesforce.

Update a Contact
Solution
3. Update Contact Information

Update contact details if a match is found.

Create a Contact
Solution
4. Add New Contact

Create a new contact if no match is found.

Send a Notification
Solution
5. Notify Sales Team

Alert sales team about new or updated contacts.

- Repeat -

Automation Benefits

Automation Benefits

Unlock these benefits by implementing this automation.

Boosted Productivity

Eliminate manual CRM updates, saving time for your team.

Improved Data Quality

Ensure accurate and up-to-date customer information.

Rapid Lead Management

Quickly identify and act on new leads.

Efficient Team Collaboration

Facilitate communication with automated Slack alerts.

Scalable Processes

Easily handle increased data volumes without added effort.

Enhanced Customer Insights

Gain deeper understanding with precise data analytics.

Features

Automation Features

Explore the powerful features of this automation.

  • 1
    Seamless Integration

    Connect Formstack and Salesforce effortlessly for smooth data transfer.

  • 2
    Real-time Updates

    Keep your CRM updated instantly as form submissions occur.

  • 3
    Sales Team Notifications

    Automatically alert your sales team via Slack for prompt follow-up.

Feature

Outcomes

Business Outcomes

Achieve significant business improvements with this automation.

99%
Enhanced Data Accuracy
2x
Faster Lead Response
30%
Increased Conversion Rates

More Automation Use Cases

Potential Automations for Your Business

Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.

Scale your impact with custom Chat Bots

Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.

Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Email AI Assistant

Put your internal knowledge to work with RAG AI

RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

RAG automation
FAQ

Frequently Asked Questions

Find answers to common questions about this automation.

We Might Have Solved Your Problems Already

Explore Similar Automations

See how you can improve your work process even more by leveraging AI and Automation.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required