Formstack for Salesforce

Formstack helped YMCA of Delaware automate contract workflows. They used Formstack Forms and Salesforce integration to manage member requests and store data. The YMCA adopted Formstack across all 10 locations, collecting over 300,000 submissions. They added advanced security for HIPAA compliance an...d used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.

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Forms for Salesforce helped Tri Counties Bank launch an online PPP loan application in just one week. The bank needed a no-code solution that integrated with Salesforce Financial Services Cloud. They used Forms for Salesforce to collect data and Documents for Salesforce to generate official documen...ts. The automated process originated and funded 2,908 loans totaling $436.7 million. This saved countless hours, eliminated manual data entry, and preserved over 25,000 jobs.

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Formstack for Salesforce helped Pacers Sports & Entertainment automate ticket data collection. Before, account reps spent hours on manual data pulls and entry. Now, ticket data goes straight into Salesforce from branded forms. Each rep saves five hours per week per event. Reps access customer data ...faster and give better service. Manual data entry is gone, and Salesforce updates happen automatically.

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