Sync Your Forms Directly to Salesforce CRM
Build complex forms without code. Configure Salesforce objects, fields, and lead routing. Ensure data accuracy and real-time sync.
Start Configuration Read API DocsSetup Steps
Connect your org in under three minutes using OAuth 2.0 or a connected app credential.
1. Generate a Connected App
Navigate to Setup → App Manager → New Connected App. Enable OAuth settings and copy the Consumer Key and Secret.
2. Authenticate in FormFlow
Paste your credentials into the Integration Hub. FormFlow will request access to `api`, `refresh_token`, and `offline_access` scopes.
3. Select Your Target Org
Choose between your Production (00D) or Sandbox (005) environment. We recommend testing against the `FormFlow_Sandbox_01` instance first.
Object & Field Mapping
Preserve data integrity by mapping form inputs to standard and custom Salesforce objects.
Lead & Contact Routing
Automatically create `Lead` records for new inquiries or merge with existing `Contact` objects using email domain matching. Set default record types like `Enterprise Inquiry` or `Channel Partner`.
Custom Field Alignment
Map form fields to custom API names such as `Annual_Revenue__c`, `Preferred_Contact_Method__c`, or `Compliance_Consent__c`. Data types auto-convert between text, picklists, and dates.
Real-Time Sync & Validation
Enable bidirectional sync to push updates back to Salesforce. Our validation layer enforces required field rules and triggers `Flow` automations like `Assign_To_Sales_Rep_v2` upon submission.
Deploy Your Salesforce Forms Today
Join over 12,000 teams using FormFlow to streamline CRM data capture. Get enterprise-grade security, SSO support, and dedicated onboarding.
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