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Efficient and flexible
December 11, 2023

Efficient and flexible

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Formstack for Salesforce

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

Do you think Formstack for Salesforce delivers good value for the price?

Yes

Are you happy with Formstack for Salesforce's feature set?

Yes

Did Formstack for Salesforce live up to sales and marketing promises?

Yes

Did implementation of Formstack for Salesforce go as expected?

Yes

Would you buy Formstack for Salesforce again?

Yes

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.