Great Form Platform for Many Sites and Platform Integration
October 09, 2017

Great Form Platform for Many Sites and Platform Integration

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Teams

Overall Satisfaction with Formstack

It is being used across our entire organization. We got it to combat individually coded forms across our portfolio of websites as they are constantly changing. We also were beginning to adopt a number of platforms (marketing & CRM) that we needed to integrate between each other which was natively available with Formstack.
  • Salesforce Integration - it is solid but can become overly complex
  • Approvals - we have many forms that are "applications" and the approvals feature has been ultra helpful
  • Partial Submissions - this is a great tool for our team to follow up on people who don't finish our large applications
  • Reporting - need to have the ability to report across my entire account (ie. export all leads)
  • SalesForce
  • Hubspot
  • Google Docs
  • Google Sheets
CRM logging, holding uploaded documents, and recording submissions in a spreadsheet

Formstack Forms Feature Ratings

Survey templates
7
Themes
7
Custom logo/branding
7
Changes to live survey
9
Multiple question types
10
Survey logic flexibility
9
Data export
8
Standard reports
6
Custom reports
6
Access controls
8
Compliance
7