Web forms that create records
Lead, case, and application forms on your website, writing straight to the right Salesforce records.
Takes over fromFormstack Forms and its Salesforce mapping
Zunzet / Formstack alternative
Formstack alternative
Forms and documents in Salesforce without Formstack.
If Formstack mostly collects form entries into Salesforce and turns records into PDFs, Salesforce can do both on its own. We rebuild your forms and document templates in your org, move what's in flight, and get the Formstack non-renewal in before the notice date.
- Free 30-minute renewal review
- Fixed price, about half of one year's license
- You own everything we build
What lands in Salesforce
The form writes the record. The template writes the PDF.
A customer fills in the application on your website. Salesforce creates the account and contacts, routes it to the right rep, files the W-9 they uploaded, and emails a welcome packet made from your template. No form tool in between.
Illustration with sample data.
yourcompany.lightning.force.com
Brightline Dental Group
Applied on your website 2 minutes ago
Owner: Marcus ChenApplication complete
ApplicationFrom the web form
| Locations | 3 offices |
| Start date | Mon, Nov 2 |
| Billing contact | Lena Ortiz |
| Tax form | W-9 uploaded |
Files2 items
Welcome packet.pdfMade from your template, emailed to Lena
W-9, Brightline Dental.pdfUploaded on the form
What ran when the form came inUnder a minute
Account and 2 contacts createdNo existing match
Routed to Marcus ChenEast region, 3 or more offices
Welcome packet emailedTemplate: New customer
What native Salesforce covers
Most forms and templates can live in your org.
Standard Salesforce features we build on, and the Formstack job each one takes over.
Multi-step forms with logic
Screen flows that branch on answers, check every entry, and only ask what applies.
Takes over fromConditional logic and multi-page forms
Prefilled links
A link that opens the form with what you already know filled in, and updates the same record when it comes back.
Takes over fromPrefill and record-update forms
Uploads on the record
Files people attach land in Salesforce Files on the record they belong to, with type and size checks.
Takes over fromFile upload fields
Documents from a template
Branded PDFs such as quotes, agreements, and welcome letters, made from the record and saved to it.
Takes over fromFormstack Documents
Routing and alerts
New entries go to the right owner or queue by answer, region, or size, with an email or a task when they arrive.
Takes over fromForm workflows and notifications
Straight answer
Where Formstack still earns its keep
Dozens of new public forms a month built by people outside Salesforce, payments taken on the form, or e-signatures at volume. If that's you, the review may say keep it, or cut back to the one Formstack product you use.
How it works
Four steps, timed to your notice date.
Most Formstack sunsets take a few weeks. A long list of forms adds time, so we start from the notice date and work back.
The renewal date isn't your deadline. The notice date is.
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01
Inventory
Every form, document template, and Salesforce mapping in your Formstack account, with submission counts so you can see which ones are used.
You getA list of every form and template, ranked by use, that you keep after we're done.
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02
Decide
Which forms become Salesforce forms, which templates become native documents, and what can simply be switched off. Every call comes with a fixed quote.
You getA written recommendation and a fixed quote.
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03
Rebuild
Forms and templates rebuilt in a sandbox first with the same field mapping, then tested with real entries, so your reports don't change.
You getForms and documents your team signs off on.
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04
Retire
Old entries exported, the forms on your website swapped, then a clean disconnect and the non-renewal sent before the deadline.
You getA closed contract and a smaller bill.
Questions
Before you book.
Can a Salesforce form sit on our website?
Yes. Simple forms post straight into Salesforce from your own pages. Multi-step forms run on a Salesforce site, which can use your own subdomain and be embedded in your pages.
Do we need another license?
Usually not. Web forms, screen flows, and public Salesforce sites come with most editions, and the document templates are code we write and hand over. We check your edition on the review call.
What happens to our old submissions?
Entries that already created records stay where they are. Everything else in Formstack is exported before it's switched off and loaded onto the right records, or kept as files if you'd rather.
What does it cost?
About half of one year's Formstack license, as a fixed price agreed before you commit, with a $2,500 minimum. Half at signing, half at go-live.
Which tools can this replace?
Formstack Forms and Formstack Documents, the Salesforce side of tools like FormAssembly, and Conga Composer when the templates are straightforward. If yours isn't listed, the review is still free.
Free renewal review
Tell us when Formstack renews.
We'll reply within one business day with times for a 30-minute call. Bring the order form if you have it, since the notice clause is usually in there.
Or email us
hello@zunzet.ai