Using Salesforce with Flipsnack: integration features
Send flipbook leads to your CRM, or embed a form on a page
💡 Benefits of connecting Salesforce to Flipsnack
- Better lead management: captured leads go to Salesforce automatically.
- Easy setup: connecting a lead form needs no code.
- Centralized data: your CRM stays current without manual work.
- Custom flexibility: use your own Salesforce forms where you need them.
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.
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
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