Formstack CRM Integration

Formstack an easy-to-use form builder and Salesmate CRM system come together to help grow your inbound leads. Such an integration surely improves your lead generation capacity and streamlines all your contacts throughout the sales process.

All you have to do is connect your online forms with the preferred platform, and collect information about prospects and customers; enhancing your nurturing strategies.

Benefits for users:

  • Create actionable contact forms, event registration forms, order forms, surveys, feedback forms and much more
  • Automatically add contacts to your account using the Formstack-Salesmate Zap
  • Seamlessly update your contacts information
  • Easily segregate the submitted leads by adding relevant notes

What is Formstack?

A data management solution used by businesses for collecting customers related information through various types of online forms, including surveys, job applications, event registrations, and payment forms and much more, depending on the requirement of your sales process.

Automated Synchronization and Workflows

Automatically create a contact in your Salesmate CRM every time a new form submission is done on Formstack. You also have the option of assigning tags and notes to the same.

Once you connect your Formstack web forms with Salesmate CRM your marketing workflow will automatically get enriched with contacts, providing you with the flexibility of automating your overall sales process.

Here are the support docs on the integration: Formstack Integration