Salesforce Integration

FormFlow & Salesforce Integration

Build complex, logic-driven forms without code. Seamlessly route submissions into Salesforce with enterprise-grade reliability.

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Setup Guide

Connect your FormFlow workspace to your Salesforce org in under five minutes. Authenticate via OAuth 2.0, select your target environment, and configure webhook endpoints for instant data routing.

1. OAuth 2.0 Authentication

Generate a connected app in Salesforce Setup, retrieve your Consumer Key and Secret, and paste them into the FormFlow integration dashboard. We handle token refresh automatically.

2. Environment Selection

Choose between Production, Sandbox, or Developer Edition. FormFlow preserves environment parity so your staging forms never pollute live lead records.

3. Webhook & Sync Configuration

Enable real-time push notifications and set up retry logic for failed payloads. Monitor connection health directly from the FormFlow activity log.

Data Mapping

Drag-and-drop field mapping ensures every form submission aligns with your Salesforce schema. Leverage bi-directional sync to keep lead statuses, custom objects, and opportunity records updated in real time across both platforms.

Standard Lead & Contact Fields

Map First Name, Last Name, Email, Phone, and Company directly to the Lead or Contact object. Conditional logic routes B2B submissions to Opportunities and B2C submissions to Cases.

Custom Objects & API Names

Sync to custom__c fields like Budget_Range__c, Implementation_Date__c, or Preferred_Channel__c. FormFlow validates data types before pushing to prevent Salesforce DML errors.

Bi-Directional Sync Capabilities

Update a lead stage in Salesforce and watch it reflect instantly in FormFlow submission history. Push form edits back to Salesforce with version tracking and audit trails.

Ready to Automate Your Lead Pipeline?

Join 4,200+ operations teams using FormFlow to replace legacy Salesforce forms. Get full API access, dedicated sync logs, and priority support on Business and Enterprise plans.

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