Online Booking Form that Integrates with Salesforce
Capture high-value commercial and residential appointments with enterprise-grade conversion funnels. Push validated customer records directly into Salesforce with customized object mapping.
How Flowtrus Syncs Inbound Bookings with Salesforce
A seamless 3-stage pipeline that captures verified homeowner details, passes advertising attribution, and populates your dispatch board in real time.
Frictionless Multi-Step Capture
Homeowners complete an intuitive, stepped intake on mobile or desktop with Google Maps address autocomplete and trade-specific diagnostic questions.
- Sub-100ms instant loading speed
- Google Places verified geocoding
- Partial lead recapture on step 1
Enrichment & GCLID Attribution
Every submission is automatically parsed for Google Ads GCLID, UTM source/campaign, exact postal formatting, and duplicate customer detection.
- Full Google Ads & GA4 conversion match
- Smart phone & email record deduplication
- Custom tags & emergency routing flags
Salesforce Native Dispatch
Lead data, booked appointment slots, and scope notes flow instantly into your Salesforce schedule or customer pipeline ready for dispatch.
- Direct REST API & Webhook payload
- Zero double entry for office coordinators
- Instant SMS & email dispatch notifications
Flowtrus vs. Standard Salesforce Form Embeds
Why trade contractors switch from slow, single-page widget embeds to Flowtrus high-converting booking engines.
| Feature / Capability |
Flowtrus Multi-Step
|
Generic Form / Standard Embed
|
|---|---|---|
| Conversion Rate |
3.5x higher completion
|
Standard drop-off baseline
|
| Data Sanitization |
Real-time address & phone check
|
Raw unvalidated submissions
|
| Custom Field Mapping |
Unlimited custom fields
|
Rigid standard form
|
Data Fields Mapped Directly into Salesforce
Every submission is structured cleanly, ensuring your team has full context before stepping onto the job site.
Lead / Contact Record
Contact details, company name, address verification
Opportunity Object
Stage, amount, close date, custom trade metadata
Campaign Member
Attaches to active Salesforce Marketing Campaigns
Attribution Fields
UTM parameters, GCLID, referrer URL, device type
Calculate Extra Booked Revenue Synced to Salesforce
See how elevating your form conversion rate from the 3.1% industry average to 12.5%+ directly impacts your closed revenue.
Trade Solutions Built for Salesforce
Flowtrus comes pre-configured with industry-specific intake questions, logic branches, and custom fields for top service contractors.
Commercial Roofing
Salesforce Booking FormSolar
Salesforce Booking FormHVAC Commercial
Salesforce Booking FormNational Franchises
Salesforce Booking FormFrequently Asked Questions: Salesforce Integration
Everything you need to know about connecting Flowtrus multi-step forms to your Salesforce setup.
Yes. Flowtrus webhooks support custom JSON payloads that map cleanly to custom Salesforce objects and custom fields.
Ready to Supercharge Your Salesforce Lead Intake?
Deploy a sub-100ms multi-step booking engine that verifies addresses, captures attribution, and pushes clean jobs straight into Salesforce.