Activity Forums Salesforce® Discussions How to integrate Formstack with Salesforce?

  • Aditya

    Member
    January 8, 2021 at 8:56 AM

    Adding the Salesforce Integration. To add the integration, click on Settings > Integration > CRM > the “Add” button next to Salesforce. Note: If you are sending file attachments to Salesforce, you must store your data in the Formstack database or those files won’t be transferred.

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