Salesforce Automation Tools for Admins

Realize your Salesforce vision

If Salesforce is at the center of how your organization operates, you want to ensure you make the most of your investment. With Formstack for Salesforce, you can use native Salesforce automation tools to power your workflows. Create seamless processes that help you make better decisions with your data and exceed the expectations of your customers.

Build a single source of truth

Collect and manage data without needing to step outside of your Salesforce org. Formstack for Salesforce is built directly off of the Salesforce data model, making it easy to create a single source of truth for your business.

Create exceptional experiences

Customers should never have to fill out the same information twice. With data prefill, you can generate digital forms that are prefilled with information from your Salesforce records. Create a seamless experience for customers while reducing the need for manual work.

Achieve digital transformation

Salesforce task automation has never been easier. Build workflows that capture data with powerful Salesforce forms, automate the creation of data-driven documents, and collect eSignatures from customers and employees—all with minimal coding.

Easy-to-use Salesforce automation tools

Native Builder

Create a seamless data collection experience with Forms for Salesforce, Formstack’s 100% native Salesforce form builder.

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.

Progressive Data Capture

Streamline data capture in Salesforce by connecting forms to any standard or custom object. Dynamically prefill forms and easily verify and update records.

Progressive Data Capture

Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.

Seamless Document Generation

Use Documents for Salesforce to automate your document creation. Add a custom button to any Salesforce object to generate documents with a single click.

Seamless Document Generation

Use Documents for Salesforce to automate your document creation. Add a custom button to any Salesforce object to generate documents with a single click.

Flexible Rules Engine

Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.

Flexible Rules Engine

Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.

Digital Signature Collection

Use Formstack Sign to automatically send your Salesforce documents to customers, partners, and employees for eSignature.

Digital Signature Collection

Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.

Salesforce Cloud Compatible

Match with popular Salesforce data models and cloud solutions, such as Admissions Connect, Health Cloud, Financial Services Cloud, and Nonprofit Success Pack.

Salesforce Cloud Compatible

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

Airtable allows us to quickly create digital business solutions and the Formstack Documents block enables the extension of that speed of solution to permanent documentation and contracting. It’s a super powerful combination.

Rob Jacques

CEO at The Codery

The strength of Formstack’s suite is that you can either use it very simply by using predefined templates and basic features, or go deeper in the features to adapt to your specific requirements. It's also very easy to use with other tools.

Laure François

Junior Marketing Consultant at Elixir Solutions

Formstack Documents is a really good product that does exactly what you need it to do. It’s easy to create templates and edit them as needed, and is the only product that allows us to work on a Word template and PDF documents.

Omar Albahra

General Manager at Bahra IT Solutions

Launch your Salesforce org to new heights

20,000+ organizations have automated 500+ of interactions

Realize your Salesforce vision

Build a single source of truth

Create exceptional experiences

Achieve digital transformation

Easy-to-use Salesforce automation tools

Teams are more productive with Formstack

17 hours/week

90%

G2 Leader

Here’s what our customers have to say

Get started with a pre-built template

Integrate Formstack with your favorite apps

Create paperless workflows

Digital Applications

Workflow Management

Online Payments

Field Operations

Online Surveys

Registrations

Lead Generation

Electronic Healthcare

Document Production

Ready to get started?