Formstack for Salesforce Reviews

11 buyers and buying teams have used Cuspera to assess how well Formstack for Salesforce solved their business needs. Cuspera uses 0 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Customer Stories

AdventHealth - Hospital & Health Care

Formstack helped AdventHealth recover after a data breach. AdventHealth needed a secure, HIPAA compliant forms solution to protect patient data. They switched to Formstack’s drag-and-drop form builde...r. A small team quickly replaced their old tool. When their new website launched, they deployed over 400 secure forms. This improved data security and supported their rebranding efforts.

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Azusa Pacific University - Education

Formstack helped Azusa Pacific University speed up student background check requests. Before, the process took at least two weeks and involved manual emails and lost threads. Now, employers use a sim...ple online form. Departments are alerted automatically. Formstack Documents creates a final PDF package. The process is one week faster. Manual data entry and email chains are gone. Students get job placements quicker.

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Brand Interactive Communications - Marketing And Advertising

Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a large credit union. The challenge was slow, in-person loan processing that took up to two week...s. Using Formstack Forms and Documents, they built a secure, digital workflow with conditional logic and automated notifications. The new process saved one hour per loan application, cut processing time from two weeks to a few days, and enabled pre-approvals within an hour. Data encryption improved security for all loan applications.

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C2 Call Center and Crossroads Hospice - Hospital & Health Care

Formstack helped C2 Call Center and Crossroads Hospice collect healthcare data faster. Nurses needed quick, secure access to patient records in the field. The team switched from paper and spreadsheet...s to Formstack’s HIPAA compliant online forms. This made it easier for call center staff and nurses to share and update patient information. Productivity for triage nurses improved with the new workflow.

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Carabiner Group - Management Consulting

Formstack helped Carabiner Group drive digital transformation for their clients. Carabiner Group used Formstack to remove roadblocks in adopting new technologies. The platform's high ROI, process tim...e reduction, and Salesforce integration were key benefits. Carabiner Group improved customer service for small financial services firms, simplified attribution for tech companies, and transformed operations for collegiate athletics organizations. Formstack's flexibility and customization supported clients across many industries and sizes.

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Code Black Indy - Education

Formstack helped Code Black Indy build no-code workflows for student enrollment, payments, and evaluations. They used Formstack’s form builder to create dynamic forms and collect payments with PayPal..., avoiding high third-party fees. Staff can quickly adapt forms for different programs and schools. Data integrates with Salesforce and Google Sheets for easy reporting. The solution improved collaboration, boosted form conversions, and enabled fast form building with conditional logic.

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IT and Other Capabilities

for Formstack for Salesforce

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
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CAPABILITIES (OTHER) RATINGS AND REVIEWS
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Software Failure Risk Guidance

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for Formstack for Salesforce

Top Failure Risks for Formstack for Salesforce

Vendor Profile Details

Company Name

Formstack LLC

Company Website

https://www.formstack.com/

Year Founded

2006

HQ Location

11671 Lantern Road, Suite 300 Fishers, IN 46038

Employees

101-250

Social

Financials

PRIVATE