Bidirectional Salesforce Integration: Sync Data Seamlessly Between Forms and CRM


Connect your forms directly to Salesforce – no workarounds required. FormAssembly’s native, two-way integration ensures data flows in and out of your CRM automatically, so every workflow runs smoother, faster, and with fewer errors.

Real-Time Sync, No Manual Work

Key Benefits

When Salesforce is your system of record, your forms should be an extension of it. With FormAssembly, you can send and retrieve CRM data in real time – eliminating manual entry and disconnected tools.

Sales

Capture leads, update Accounts, and trigger follow-ups instantly.

Nonprofits

Sync donor data, track engagement, and update Opportunities.

Higher Education

Prefill student forms and update Contact or Campaign records.

Events

Register attendees, update Campaign Members, and personalize experiences.

Support

Create and update Cases or send prefilled surveys based on Case info.

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Check out FormAssembly’s other features

From approval workflows to document generation, we’ve got you covered.

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Real-Time, Two-Way Salesforce Sync

Map, Prefill, and Automate – All From One Form

FormAssembly’s drag-and-drop builder makes it easy to connect forms to any standard or custom Salesforce object without writing code.

Record Creation & Updates

Automatically push form data into Leads, Contacts, Opportunities, and more.

Data Prefill

Retrieve Salesforce data into forms to personalize user experiences and reduce errors.

Multi-Object Mapping

Connect and update multiple Salesforce records in a single form submission.

Conditional Logic

Trigger different actions based on user responses or existing Salesforce values.

Dynamic Picklists

Keep dropdown menus in sync with live Salesforce field values.

Secure Sync

Ensure all data transfers meet enterprise-level compliance and security standards.

Salesforce admin integration web forms to Salesforce

Why Choose FormAssembly?


Unlike limited connectors or middleware, FormAssembly is purpose-built for Salesforce – enabling true end-to-end integration with your CRM.

  • AppExchange native: Certified listing with seamless setup and support.
  • No-code or high-code: Designed for admins with room for advanced dev customization.
  • Secure and compliant: HIPAA, GDPR, SOC 2, and FedRAMP-authorized.
  • Prefill + push: Lookup records, prefill fields, and create updates in one form flow.
  • Workflow-compatible: Works with Assignments, Approvals, and Notifications.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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