Formstack for Salesforce

Score8.9 out of 10

50 Reviews and Ratings

Community insights

TrustRadius Insights for Formstack for Salesforce are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Many users have found Formstack for Salesforce to be an incredibly powerful tool for leveraging the data capability in Salesforce. It has been praised by several reviewers for its ability to handle and utilize data effectively.

Users appreciate the ability to create custom forms with a good user interface directly on Salesforce, without the need for integration. This feature has been mentioned by multiple users as a major advantage of using Formstack.

The availability of easy-to-use templates provided by Formstack allows users to create embedded forms that can be integrated with other software to record data in Salesforce. Several reviewers have highlighted this feature as one of the key benefits of using Formstack.

Reviews

4 Reviews

comprehensive and trustworthy tool for security and compliances

Rating: 9 out of 10

March 15, 2024

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

Likelihood to Recommend

Formstack is well suited for any legal documentation or compliance work. It helps your job more easier for any government issues. I have seen it's significance in conducting surveys as well. So it was quite helpful for us.

Verified User

Account Manager in Customer Service (11-50 employees)

Vetted Review

1 year of experience

Efficient and flexible

Rating: 8 out of 10

December 11, 2023

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

Likelihood to Recommend

- 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.

Verified User

Director in Marketing (51-200 employees)

Vetted Review

4 years of experience

Great product!

Rating: 9 out of 10

November 21, 2023

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

Likelihood to Recommend

The main use we use Formstack is to ensure our users have a way to contact us whether it's to inquire about their health, an event, or how they can get involved. It is great for general forms that can be routed to specific individuals to receive inquiries, however, we would not feel comfortable using Formstack as a way of keeping customer information such as credit card information.

Verified User

Manager in Marketing (501-1000 employees)

Vetted Review

4 years of experience

Formstack is alright. Needs improvement.

Rating: 7 out of 10

Incentivized

April 19, 2023

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.

Likelihood to Recommend

I like how easy it is to build forms with Formstack. Also, payment integration and automation has been monumental in the development of our company, clients, programs and services we provide. Our business only thrives off of profit so having a program that makes it easier to collect payments has been incredibly helpful.

Verified User

Administrator in Sales (51-200 employees)

Vetted Review

1 year of experience