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Formstack for Salesforce

Score8.9 out of 10

50 Reviews and Ratings

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What is Formstack for Salesforce?

Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.

Categories & Use Cases

Reviews

What users are saying about Formstack for Salesforce.
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Efficient and flexible

Verified User
Director in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

we leverage Formstack for Salesforce to address several critical business problems related to data collection, lead generation, and streamlining our workflow processes. The primary challenge we faced was the manual and time-consuming nature of our data entry and lead management processes within Salesforce. Formstack has proven instrumental in overcoming these challenges and optimizing our Salesforce integration.

Pros

  • Formstack allows us to create highly customized and branded lead capture forms that seamlessly integrate with Salesforce.
  • One of Formstack's strengths lies in its ability to implement conditional logic within forms. For instance, if a user selects a certain option in a form field, it can dynamically reveal or hide additional questions based on that choice.
  • Formstack seamlessly integrates with Salesforce, automating the data entry process.
  • Formstack's integration with Salesforce allows us to set up automated workflows triggered by form submissions.

Cons

  • mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
  • we need a broader range of pre-built templates within Formstack
  • Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

Most Important Features

  • Seamless Salesforce Integration
  • Conditional Logic and Workflow Automation
  • Customization and Branding Options

Return on Investment

  • This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
  • By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
  • The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

Alternatives Considered

FormAssembly

Other Software Used

Airtable, Semrush

Great product!

Verified User
Manager in Marketing (501-1000 employees employees)

Use Cases and Deployment Scope

We use Formstack for all of our forms on the websites that require a contact form. It was important to find a software that could be well integrated with the other software we use for email marketing, ads, etc. We've used Formstack for many years now and we have not had any issues with it so far.

Pros

  • Super easy to use
  • Get user interface
  • Support is very responsive

Cons

  • Sometimes it's hard to locate functionalities that aren't typically used often
  • Would be great to have more template based options for forms such as zip code

Most Important Features

  • Functionality
  • Ease of use
  • Great support team

Return on Investment

  • It's helped save time as we primarily only use Formstack

comprehensive and trustworthy tool for security and compliances

Verified User
Account Manager in Customer Service (11-50 employees employees)

Use Cases and Deployment Scope

We use Formstack for compliances and security on our organization. It helps us in automating the workflow and safety-security of our documents and modules with their series of products and features.

There is a huge scope of Formstack in different use cases, we are also planning to implement this in our employee onboarding and other HR related work.

Pros

  • Ease of implementation and use
  • flexibility and customization
  • customer support

Cons

  • integration with other softwares
  • pricing for small to medium size businesses
  • adding more layers of security

Return on Investment

  • Increase in our operation efficiency
  • maintain the documents compliant with any rules and regulations
  • Build trust

Formstack is alright. Needs improvement.

Incentivized
Verified User
Administrator in Sales (51-200 employees employees)

Use Cases and Deployment Scope

Saves our company a bunch of time by enabling anyone in your organization to create online forms, collect data, and automate processes without code. Helps make an impact on our organization by giving us the tools to achieve our vision as the single source of truth for clients and their business partners.

Pros

  • Collecting customer data and keeping it clean and organized
  • I can send forms to the candidates so that they can easily review the documents
  • The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Cons

  • Customer service/support could improve.
  • It doesn't allow having a pool of reviewers where anyone is allowed to review.
  • It doesn't have a convenient slack connection for approval workflows.

Most Important Features

  • Payment integration.
  • Maintaining records- less time-consuming than other software programs.
  • Template creation. It's easy enough that anyone from our company has been able to create their own without needing help from IT.

Return on Investment

  • Improved our sales velocity. Automations have helped us close deals faster.
  • Helped us have a central communication point. All information is now coming from one source.
  • Helped keep business organized and make sure no clients get forgotten about.

Alternatives Considered

Jotform

Other Software Used

Jotform, Google Forms, Zoho Forms