Flexform
+
SA

FlexForm + Salesforce Integration

Create Salesforce Leads and Contacts from form submissions — no middleware.

What happens on submission

On every submission, FlexForm creates a Salesforce Lead or Contact via the Salesforce REST API, maps your form fields to Salesforce object fields, and can trigger Salesforce workflow rules.

No Zapier needed1–2 second syncFree plan available

How to Connect Flexform to Salesforce

1
Request early access
FlexForm's Salesforce integration is in active development. Join the waitlist for early access at flexform.ai/integrations/salesforce.
2
Connect via OAuth
Once enabled, connect by authorizing FlexForm to access your Salesforce org via OAuth 2.0. No API key or connected app setup needed.
3
Choose the object
Select Lead, Contact, or Case. FlexForm loads your org's field schema including custom fields.
4
Map fields and publish
Map form fields to Salesforce fields. FlexForm handles Lead Source, record owner assignment, and duplicate check via your org's rules.

Flexform + Salesforce Use Cases

Web-to-Lead replacement

Replace Salesforce's Web-to-Lead iframe with a FlexForm that creates Leads natively, with full custom branding, conditional logic, and no Salesforce logo on your page.

Event registration → Contact

Conference and webinar registrations create or update Salesforce Contacts and enroll them in a Campaign.

Support intake → Case

Customer support intake forms create Salesforce Cases with priority, product, and description pre-populated from the form.

Partner referrals → Opportunity

Partner referral forms create Leads or Opportunities in a dedicated Salesforce pipeline with partner attribution tracked.

Flexform vs. Zapier for Salesforce

Flexform (native)Form tool + Zapier
Sync latency1–2 secondsUp to 15 min (free)
Extra costNone$20–50/mo for Zapier
Failure pointsOne (direct API)Two (form + Zap)
Field mappingAuto-suggestedManual in Zapier UI
Conditional routingBuilt into form logicRequires Zapier filters

Frequently Asked Questions

Is the FlexForm Salesforce integration available now?

It is in active development. HubSpot, Slack, and Google Sheets integrations are fully live. Salesforce is on early access — join the waitlist at flexform.ai/integrations/salesforce.

Will it replace Salesforce Web-to-Lead forms?

Yes. FlexForm's forms are fully brandable and support conditional logic that Salesforce Web-to-Lead doesn't. They will create Leads via the Salesforce REST API, not the Web-to-Lead endpoint.

Will it support custom Salesforce objects?

Yes, custom objects are on the roadmap. The initial release will support Lead, Contact, Account, Case, and Opportunity.

Connect Flexform to Salesforce Today

Build your form in 60 seconds. Connect to Salesforce natively — no Zapier required. Free plan available.

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