Become a Salesforce data hero.

Getting data into Salesforce shouldn't have to be difficult. Let Formstack do the hard work for you with our selection of native form tools.

Dynamic Prefill

Dynamic Prefill

Help your customers and contacts complete forms faster through a personalized experience. Pre-populate fields with data they've already shared with you, and use these dynamic forms to quickly capture new details and update records.

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Easily create dynamic forms.
Easily create dynamic forms.

Prefill fields using static data that you define when building or publishing your form, or load data from existing Salesforce records into your forms dynamically.

Simplify the submission process.
Simplify the submission process.

People don't like to fill out forms over and over again. By sending prefilled forms to your customers and partners, you'll ensure that submissions are successful.

Update records on a regular basis.
Update records on a regular basis.

Send forms via email or through an auto-generated link. Users can easily edit their information, and all updates are sent directly to their records in Salesforce.

Electronic Signatures

Electronic Signatures

Boost sales productivity and close deals faster by adding an electronic signature field to your Salesforce forms. Formstack lets you collect and validate e-signatures quickly so you can finalize contracts, reports, disclosures, and more.

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Reduce paperwork and scanning.
Reduce paperwork and scanning.

Improve the form experience and increase submission rates by giving your users a hassle-free way to sign waivers and other documents.

Collect signatures in multiple ways.
Collect signatures in multiple ways.

Capture full names or initials, add dates, include an "I agree" checkbox, or choose whether you want people to type or draw their names.

Verify e-signatures through email.
Verify e-signatures through email.

Assert the identity of your submitters and ensure the right people are filling out your forms by verifying the ownership of their email address.

Community Forms

Community Forms

Say goodbye to coding headaches in Salesforce Apex and Visualforce. Seamlessly capture data from users in your Community through branded, dynamic forms that can be published directly in the Salesforce Community Cloud.

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Connect with your community.
Connect with your community.

Give your customers, partners, and employees an easy way to ask questions and send you information. Simple drag and drop lets you deploy forms in minutes.

Simplify your data collection.
Simplify your data collection.

Connect data to any standard or custom Salesforce object, including leads, accounts, and cases; and tie submissions to logged-in users without having to upsert.

Enhance the user experience.
Enhance the user experience.

Help your community users complete forms faster by prefilling fields with their data. Setup is easy and requires just a couple clicks. No field mapping or links required.

NativeCloud

NativeCloud

Simplify your toughest data collection challenges. NativeCloud helps you avoid manual data entry with HIPAA and PIPEDA compliant forms. Easily collect PII and PHI data for Salesforce, and rest assured that you meet security standards.

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Connect to your core systems.
Connect to your core systems.

Create a seamless, automated data workflow in Salesforce that stretches across core systems like Sales Cloud, Government Cloud, Service Cloud, and Community Cloud.

Automate your data capture.
Automate your data capture.

Connect NativeCloud's HIPAA and PIPEDA compliant forms to any standard or custom object to easily update or create new records in Salesforce.

Exceed compliance standards.
Exceed compliance standards.

Your data will never leave Salesforce or touch third-party servers. Update your records in safety, and enjoy Force.com's world-renowned 99% uptime.

Payment Processing

Payment Processing

Effortlessly manage online orders, registrations, donations, and more without having to do complex coding in Salesforce Apex. Formstack lets you easily process payments through PayPal Pro, Stripe, Authorize.Net, and iATS.

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Safely automate transactions.
Safely automate transactions.

Collect payments from customers without worrying about security. All transactions are handled securely through your preferred payment provider.

Accept multiple types of payment.
Accept multiple types of payment.

Create a workflow in Salesforce that accepts recurring payments, set up conditional rules to calculate totals, and collect coupon and discount codes.

Easily set up email confirmations.
Easily set up email confirmations.

Send customized emails to customers to confirm their purchase. You can also send notices to inform team members of the success or failure of a payment.

Simplify your Salesforce data collection.
Download the app on the Salesforce AppExchange, and see Formstack in action free for 14 days.
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