Why you should automate with Formstack Documents
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.
Actions
Do this…
Formstack Documents
- Merge documentMerge document in Formstack Documents
- Merge routeMerge route in Formstack Documents
Any other action you can think up
Let us tailor your Formstack Documents integrations
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Related Solutions & Content
About Formstack Documents Integrations
How you can integrate Formstack Documents
- 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
