
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.

Trigger when a form is submitted.

Check if contact exists in Salesforce.

Update contact details if a match is found.

Create a new contact if no match is found.

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.
- 1Seamless Integration
Connect Formstack and Salesforce effortlessly for smooth data transfer.
- 2Real-time Updates
Keep your CRM updated instantly as form submissions occur.
- 3Sales Team Notifications
Automatically alert your sales team via Slack for prompt follow-up.

Outcomes
Business Outcomes
Achieve significant business improvements with this automation.
99%
2x
30%
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Frequently Asked Questions
Find answers to common questions about this automation.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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










