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Using Salesforce with Flipsnack: All integration features explained

Discover how Flipsnack integrates with Salesforce to help your team collect leads and embed forms inside your digital catalogs.

Table of contents

Overview

Flipsnack’s integration with Salesforce helps you capture leads from your flipbooks and send them straight to your Salesforce CRM. Whether you're using built-in lead forms or embedding Salesforce forms directly on a flipbook page, this integration helps streamline how you collect and manage contact information.

Note: Until July 1st, 2026, the Flipsnack–Salesforce lead form integration is available on all plans. Take advantage of this limited-time access to test the feature and boost your lead generation efforts.

This article summarizes the two available Salesforce integration options and includes links to full setup instructions.

Key benefits

• Better lead management: Automatically send captured leads to Salesforce
• Easy setup: No coding required to connect lead forms
• Centralized data: Keep your CRM updated without manual work
• Custom flexibility: Use your own Salesforce forms when needed

Requirements

Plan: Enterprise plan required
Salesforce account: Must support form integrations or API access.

1. Connect Flipsnack lead forms to Salesforce

You can connect Flipsnack’s lead capture forms to your Salesforce account to send reader information like names and emails directly into your CRM. This helps your team stay organized, follow up quickly, and avoid copying data manually.

Read how to integrate lead forms with Salesforce

2. Embed Salesforce forms in flipbooks

If you already use forms created in Salesforce, you can embed them on any page of your flipbook using the HTML embed option in Flipsnack. Readers can fill out the form right inside the publication without needing to visit a separate page.

Read how to embed Salesforce forms

Additional tips / FAQs

• Flipbooks must be published to use the integration
• You may need help from your Salesforce admin to retrieve or customize the embed code
• Use clear labels and short forms for better response rates

Common use-cases

Your team can use the Salesforce integration in a few key ways:

• Collect newsletter signups or lead info from product catalogs
• Embed a custom form for event registration, demos, or gated downloads
• Send leads directly to Salesforce for easier follow-up

Troubleshooting

• Form not syncing? Make sure the integration was connected correctly in Flipsnack
• Form not loading? Double-check your Salesforce form embed code and that the form is published

Next steps

Useful resources

Explore more in these guides:

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