FormKeep + Salesforce Integration

Integrate FormKeep to Salesforce in one click, or tell Integrately AI how you want each submission handled. Create records, update leads, sync contact details, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FormKeep
    Form is submitted in FormKeep Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for FormKeep + Salesforce Integration

Capture submissions, create records, update contacts, route leads, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
FormKeep + Salesforce Integration

Create Salesforce record for new FormKeep submission

When you receive a new FormKeep submission, automatically a record is created for you with the responses from FormKeep in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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FormKeep + Salesforce Integration

Create Salesforce contact for new FormKeep submission

When someone completes your FormKeep, a new contact is automatically created in your Salesforce. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the FormKeep is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FormKeep - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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FormKeep + Salesforce Integration

Create Salesforce opportunity for new FormKeep submission

Integrating your Salesforce with your FormKeep, can help you automatically create new opportunitys based on submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This FormKeep - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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FormKeep + Salesforce Integration

Create Salesforce task for new FormKeep submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new FormKeep submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new FormKeep submission received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FormKeep + Salesforce flow

Send instant notifications to your team, sync subscriber lists, and manage follow-ups after your core workflow finishes. Pick a combination and activate it in one click.

FormKeep
Salesforce
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
F
S
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Create a Salesforce record from every FormKeep submission, and publish a post in WordPress
Every FormKeep submission creates a new Salesforce record instantly while WordPress publishes a corresponding post, eliminating manual data entry.
F
S
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When a form is submitted in FormKeep, update the matching Salesforce record and update the WordPress page
FormKeep submissions automatically update existing Salesforce records and refresh your WordPress pages without manual intervention.
F
S
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If a FormKeep submission indicates high priority, create a Salesforce lead and publish an alert post in WordPress
High-priority FormKeep submissions immediately generate a Salesforce lead and an announcement post in WordPress.
F
S
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Use ChatGPT to summarise FormKeep submissions, save the brief in Salesforce, and publish it on WordPress
ChatGPT summarises every FormKeep submission before Salesforce saves the record and WordPress publishes the summary.

Supported triggers and actions for FormKeep and Salesforce

Mix and match to build the exact automation you need

FormKeep
FormKeep Triggers & Actions
Instant
Form is submitted in FormKeep
Triggers the automation when a form is filled
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No action is available
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with FormKeep + Salesforce?

Streamline your inbound workflows by connecting web form submissions directly to your CRM database.

What you can automate?
Create Salesforce records from form submissions
Trigger a new record or lead in Salesforce the moment a form is submitted in FormKeep. Eliminate manual data entry and ensure every prospect enters your pipeline instantly.
📋
Capture every submitted form field
Map all available FormKeep submission answers into your Salesforce fields instead of just names and emails. Your CRM records become comprehensive sources for sales and review.
🔔
Alert your team instantly on submission
Notify the right sales rep or channel the second a prospect submits an important form. Combine Salesforce creation with instant team notifications to secure fast response times.
🔀
Route submissions based on form answers
Apply conditional logic to direct enterprise inquiries to senior account executives while routing standard leads to automated workflows in Salesforce.
🔄
Keep CRM records updated automatically
Refresh existing Salesforce records whenever returning users submit updated information through FormKeep. Your database stays current without manual checks.
🔍
Prevent duplicate records during sync
Search existing Salesforce records before creating new entries to ensure clean data management. Prevent duplicate leads and keep your pipeline organized.
📉
Handle later status changes and updates
Trigger follow-up tasks or stage updates in Salesforce when form submissions indicate project changes, cancellations, or support requests.
🔌
Extend your workflow to Slack or Mailchimp
Connect your FormKeep and Salesforce core flow with Slack, Mailchimp, or Google Drive to notify teams, update marketing lists, and store backups.
And much more...

Who is FormKeep + Salesforce integration for?

Teams managing inbound web form submissions rely on seamless CRM synchronization to eliminate manual data entry and accelerate prospect follow-ups.

Marketing directors
Marketing directors
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
Data analysts
Data analysts
📈
Marketing directors
You're running campaigns that drive form entries but your CRM reports only update when someone manually exports submissions, so the lead counts you're reviewing are always a few hours behind — this integration means every new submission lands in Salesforce instantly and your pipeline reporting stays current.
Sales development reps
You need to reach out to inbound prospects immediately, but form entries sit unread in your inbox until someone remembers to forward them, so your response times suffer — automating both apps means every new submission creates a Salesforce lead instantly and your team can follow up while interest is high.
🤝
Client success managers
You answer to executive leadership who want to see intake metrics in real time, but manual data transfers leave constant gaps in your tracking sheet — connecting these apps means every form entry populates your CRM records automatically and your performance review data is always complete.
📊
Operations leads
The volume of inbound form submissions is too high for anyone to keep up by hand, leading to missed entries and inconsistent client records — automating both apps means every submission flows directly into Salesforce without human intervention and your database remains spotless.
💼
Account executives
You own the sales follow-up stage and depend on marketers to hand over clean lead data from web forms, but manual handoffs cause frequent delays — with this integration, every form submission creates a verified Salesforce record immediately so you can start outreach right away.
🗂️
Data analysts
You need a reliable historical record of all customer inquiries, but manual copying frequently introduces missing fields and duplicate entries — connecting these apps means every FormKeep submission populates Salesforce accurately and your historical data has zero gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FormKeep + Salesforce

Build and manage your FormKeep + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FormKeep + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect FormKeep to Salesforce?
Frequently Asked Questions
You can connect FormKeep to Salesforce in 1-click using ready workflows or ask Integrately AI to build the automation for you. You can also connect WordPress, Mailchimp, Slack, Google Drive, Calendly, Stripe, and 1,500+ other apps.
Can I automatically create Salesforce records from FormKeep submissions?
Frequently Asked Questions
Can I connect FormKeep, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FormKeep and Salesforce?
Frequently Asked Questions
How does FormKeep handle submission fields in Salesforce?
Frequently Asked Questions
Can I update existing Salesforce records with FormKeep data?
Frequently Asked Questions
Do I need coding skills to automate FormKeep and Salesforce?
Frequently Asked Questions
Is the FormKeep and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect FormKeep or Salesforce With 1500+ Other Apps

FormKeep
Popular FormKeep Integrations
Connect FormKeep to email tools, form builders, and notification platforms to capture and route submissions efficiently.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, project management, and customer support tools to keep business data connected across your stack.