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
Unlock these benefits by implementing this automation.
Eliminate manual CRM updates, saving time for your team.
Ensure accurate and up-to-date customer information.
Quickly identify and act on new leads.
Facilitate communication with automated Slack alerts.
Easily handle increased data volumes without added effort.
Gain deeper understanding with precise data analytics.
Explore the powerful features of this automation.
Connect Formstack and Salesforce effortlessly for smooth data transfer.
Keep your CRM updated instantly as form submissions occur.
Automatically alert your sales team via Slack for prompt follow-up.
Outcomes
Achieve significant business improvements with this automation.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
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.
Ask me anything and watch how I respond.
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.
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.
Find answers to common questions about this automation.
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Pricing Plans
Choose a plan that's 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 required
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