Customer relationship management

Why these integrations and automations matter:

Improve the alignment between sales and marketing, enhance lead capture, and accelerate your deal cycles by integrating Formstack Documents with your customer databases.
Share customer data

Automate data collection and document generation by integrating Formstack with a CRM like Salesforce or Hubspot to move data between databases and documents.
Improve event management

Integrate Formstack with an online form tool like Wufoo and a ticketing app like Eventbrite to create attendee lists and merge other documents.
Build email lists

Integrate Formstack with an email service like Mailchimp to quickly collect email addresses from marketing leads and funnel them to your contact list.

Do everything in one place

Customize your Formstack Documents integration with the following triggers and actions.

Formstack Documents

Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.

Use your CRM and other platforms to seamlessly generate dynamic proposals, contracts, invoices, reports and more
Have confidence in your document automation with critical security features like SSL, encryption, and firewall technology
Feed information into your existing documents, or get started with a pre-built template