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How to connect Salesforce to Formstack

Here is how to connect salesforce to formstack

  1. First click in the search box in the header of AppExchange
  2. Type "Formstack" in the search field
  3. Click in the search suggestions dropdown to select search term
  4. Click on the search result "Formstack - Native form builder" app tile
  5. Click on the "Try It Free" button in the app details page
  6. Click on the "Try in your sandbox" option in the trial selection screen
  7. Click on the "Continue to Installation" button to proceed
  8. Click on the "Log In & Install" button on the installation confirmation page
  9. Click on the "Use Custom Domain" link on the login page
  10. Click inside the custom domain input field
  11. Click on the "Continue" button after entering the custom domain
  12. Click on the "Install" button after choosing an installation option
  13. Click the checkbox to grant access to third-party websites
  14. Click the "Continue" button to approve third-party access

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Why should you connect Salesforce to Formstack

Salesforce, the leading customer relationship management platform, empowers businesses by streamlining their processes and enhancing customer interactions.

Connecting Salesforce to Formstack brings powerful integration benefits, allowing for seamless data collection and management.

This integration boosts efficiency as data flows automatically into Salesforce from your forms, eliminating manual entry and potential errors.

By harnessing this feature, businesses gain deeper insights and improve workflow efficiency, enhancing overall performance and customer satisfaction.

Last update
February 24, 2026
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