Salesforce form templates
FormCrafts has a deep integration with Salesforce which allows you to create or update Salesforce records on new form submissions. Our integration also supports other features like dynamic picklists, form prefill, and math calculations. We have a curated selection of Salesforce form templates as well which you can explore below
Lead generation
- Create a new Lead record in Salesforce
- Use icons in the checkbox field
- Map form fields to the Salesforce record
Submit a new case
- Create a new Case in Salesforce
- Lookup a Contact by email and attach to case if found
- Issue type selection using icons
Request quotation
- Create a new Opportunity record
- Use math formulas to calculate a quote
- Quote amount assigned to Opportunity
Contact sales
- Create a new Lead record in Salesforce
- Multi-page Salesforce form
- Cover page with company logo
Update contact
- Use dynamic picklist to find contacts
- Use prefill to populate contact info into the form
- Update new information on submit