Contacting Formstack for Salesforce by Phone, Email or Chat Support

Phone Support
We currently offer scheduled phone support on our Native Cloud plan levels, however, all plan levels are entitled to email support.  If you are on our Native Cloud plan and would like to schedule a phone call, please email us following the steps below and we'll schedule a phone call at the earliest convenience. 

Email Support
To contact our Support Team, simply click the white 'Email Us' button at the top right of the Support site or the green 'Contact Us' button towards the bottom of the Support site. 

To make your email support experience as smooth and easy as possible please provide the following information in your ticket:

  • The Form URL and name of the form in question.
  • Your Salesforce organization ID.
  • Your email address and name.
  • A detailed description of what you’re trying to accomplish or the issue you’re encountering.
  • Screenshots of the issue and/or any errors you’re seeing. 
  • A list of the ways you’ve tried troubleshooting the issue so the support specialist doesn’t provide options that you’ve already tried.
  • Login access to review your form's setup.

Chat Support

We currently offer chat support starting at our Enterprise plan levels and above, however, all plan levels are entitled to email support.

If you already have installed Formstack for Salesforce in your Salesforce production or sandbox environment, you can click the green question mark towards the bottom right to engage in chat.

Please note that this option is only available during operating business hours:

  • Monday through Friday from 9:00 am to 5:00 pm Eastern Time.
  • These hours may fluctuate when high chat volumes are experienced. 


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