Connect your forms to Salesforce, capture leads and contacts, and generate and store a full set of merged documents on your Salesforce records — automatically.
Introduction
The DocupletionForms Salesforce Add-On gives you an easy way to integrate your
online forms with the Salesforce CRM — already hosted on our servers and
ready for every subscriber to use. Capture more leads and contacts from your
website, send customer data straight into Salesforce, and — uniquely to
DocupletionForms — turn each submission into multiple completed documents
that are written back onto the matching Salesforce record.
✓Smooth automation. Send submitted form data directly into your Salesforce account.
✓Multiple objects. Full support for Leads, Contacts, Accounts, Opportunities, Cases, and Tasks.
✓Multi-document data-merge. One submission generates an entire set of documents — selected and merged from a single intake.
✓Document write-back to Salesforce. Completed documents are attached to the matching Salesforce record, ready to use.
✓Map Salesforce fields. Map your form fields to your Salesforce object fields and your document templates.
✓Opt-in conditional logic. Only add data or produce a document when a condition is met.
Deterministic by design. Document selection and merge run on fixed
rules, not AI. The same submission always produces the same documents — the
basis for set-it-and-forget-it reliability.
Set Up a Form
The Salesforce Add-On is built into DocupletionForms and runs on our servers
— there is nothing to install. As a subscriber, you simply build your form,
then configure the add-on to send its data to Salesforce and produce your
documents. From the Form Builder, drag and drop the fields your form needs, then
complete the steps below.
Requirement. The Salesforce REST API must be enabled in your
Salesforce organization, on an edition that supports API access.
Set up a form
Click the Set Up a Form button to start a new configuration.
Map to an object
Give the configuration a Name, select your Form, and select the Object (Account, Contact, Lead, Opportunity, Case, or Task). Set Status: ON, add any opt-in condition, and map every field marked Required.
Select documents
Choose the document templates this submission should produce. Add conditional rules so each submission generates only the documents it actually requires.
Map merge fields
For each template, map your form fields to their place in the document so the data merges correctly on every run.
Configure write-back
Choose where the completed documents are stored in Salesforce — attached to the Lead, Contact, Account, Opportunity, or Case the configuration is linked to.
Save
Save the configuration.
Advanced settings
These options keep your CRM records current. (Cases and Opportunities cannot be updated.)
Action. Search and create (insert only), Search and update (update only), or Search and update or create (update if found, otherwise create).
Search priority. First lead, then contact (to capture leads) — or first contact, then lead (to work with existing contacts, e.g. linking a Case by email).
Search by. The Salesforce property used to find records (Email).
Email field. The form email field used to search for the record.
Account / First name / Last name fields. Used to create related objects at the same time.
What happens next
Once the configuration is on, every new submission sends its data into Salesforce,
generates the right set of documents through deterministic data-merge, and writes
those documents back onto the matching record — with no manual re-entry and
no document assembly by hand. Map the fields and define the rules once, and the
same documents come out the same way on every submission.