Forms are a key part of any business's web presence, and Formstack is one of the most popular apps for building and managing those forms. But creating a form and collecting responses is only half the story; you then need to do something with those submissions. Whether you need to add them to your CRM, set up a troubleshooting call, or something else, it can be a lot of manual work that eats into your time.
That's why Formstack is the perfect app for automation. With Zapier, you can create automated workflows (we call them Zaps) to handle your Formstack submissions—so you can focus on work that requires a human touch.
Not sure where to start? Here are a few of the most popular ways to automate Formstack.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add new leads to your CRM
In sales, acting quickly on new leads is crucial. If someone has indicated interest by filling out a form, you want to make the most of that moment by proactively reaching out. But sales teams work primarily in a customer relationship management (CRM) tool, not Formstack.
To keep them updated on new prospects, you can use a Zap to automatically add form responses to your CRM as leads. That way, your sales pipeline stays up to date—and your team can act quickly.
Create Salesforce leads from new Formstack submissions
Boost your sales process with this efficient workflow. When a new entry is made in Formstack, it is promptly transformed into a lead in Salesforce. This automation decreases manual data entry and ensures immediate inclusion of every potential customer in your pipeline. Leverage this workflow to enrich your sales efficiency and lower the risk of missing any opportunities.
Increase productivity and manage your contacts more efficiently with this quick automation. When someone submits information through a Formstack form, the workflow will promptly create or update a contact in your HubSpot app. It's a simple yet effective way to ensure you never miss out on valuable contact information or waste time entering data manually. Better still, it helps streamline your lead management process, so you can focus on nurturing those relationships instead.
Streamline your data entry by instantly sending information collected via Formstack into your Zoho CRM. With this automation, each time a new form is submitted on Formstack, an entry is created in your Zoho CRM – ensuring your contact records always stay up-to-date. Say goodbye to manual data transfers and focus more on building customer relationships.
Keep track of new deals automatically. With this automated workflow, you can create a new deal in Pipedrive every time you receive a new submission in Formstack. Keep Pipedrive up to date with no manual effort.
Just like sales, timing is the name of the game when it comes to marketing. But acting fast with a high volume of new leads isn't always manageable—especially if you have to manually segment those leads and add them to tools like your email marketing app.
Instead of managing those leads by hand, you can create a Zap that takes new Formstack submissions and automatically adds them to your email marketing platform. You can even choose a specific audience or list to add them to, so your segmentation stays clean.
Add new Formstack submissions as subscribers in Mailchimp
Streamline your marketing processes by connecting Formstack to Mailchimp. Once set up, every new form entry in Formstack will update your Mailchimp contacts. This ensures your Mailchimp audience list is always up to date, removing the need for manual transfers and saving you valuable time.
Keep your contact list up to date automatically. Each time you receive a new response to a Formstack form, this workflow will add a new contact to Constant Contact.
Keep your subscriber lists up to date automatically. Each time you receive a new response to a Formstack form, this workflow will add a new subscriber to AWeber. Manage your email lists with no manual effort.
Keep your contacts list in ActiveCampaign up-to-date with this automation between Formstack and ActiveCampaign. Every time a new form is submitted in Formstack, the workflow will either create a new contact or update an existing one in ActiveCampaign. This will not only streamline your data management but also save you time by eliminating manual data entry.
Whether you're using Formstack to capture leads, customer support requests, or internal tasks, translating those replies into tasks can feel like a job in and of itself. And let's face it: Creating to-do list items isn't a good use of anyone's time—even if you have a dedicated project manager to help.
Instead of trying to keep up with all the new work created by form responses, consider automating the process. You can create a Zap that takes form submissions and automatically turns them into new tasks in your to-do list or project management app. That way, you can focus more on actually completing those tasks—not creating them.
Create new Trello cards from new Formstack form submissions
Streamline your workflow by connecting Formstack and Trello effortlessly. With this automation, each time you receive a new submission in your Formstack form, a card is created in Trello. Stay organized by keeping track of new submissions instantly, saving you time and keeping your projects on track.
Stay organized and on top of your projects with this effective workflow. When a new form submission is received in Formstack, a task will be created in Asana, ensuring that every data entry leads to an assigned task. This seamless process helps to eliminate manual task creation, enhancing productivity and efficiency in managing workflow.
When a new form submission is received in Formstack, streamline your workflow by creating an item in monday.com instantly. This integration allows you to efficiently process form data, making it easier to track and manage information straight from the monday.com platform. Suitable for any team seeking a seamless and organized information flow, enhancing productivity and collaboration.
Automate your workflow with this integration that combines Formstack and Notion. When you receive a new form submission in Formstack, this workflow will instantly create a database item in Notion. This allows you to effortlessly store and manage all your form data in one central place. Save time, minimize errors, and keep all your critical data organized.
If you're on a customer-facing team—like sales, marketing, or support—you probably have several ways for customers and prospects to reach out, like a Formstack to gather appointment or meeting requests. But then you still have to schedule those calls, which can add a lot of busywork to your plate.
Instead of looking at your calendar and manually creating events every time someone reaches out to chat, you can create an automated workflow to do it for you.
Create detailed events in Google Calendar for every new form submission in Formstack
Keep your schedule organized and manage your Formstack entries in an effective manner with this smart workflow. It allows you to create a detailed event in Google Calendar every time a new form submission is made in Formstack, ensuring that you never miss a task linked to an entry. This quick method of scheduling brings convenience and simplifies entry management on the platform.
Easily organize your events with this handy workflow. When a new form is submitted in Formstack, it seamlessly adds the attendee information to your Google Calendar event. This not only optimizes your event management process but also ensures that no submissions are overlooked, making event planning efficient and error-free.
Formstack isn't just a great tool for building forms. It can also be a key part of your sales, marketing, and support workflows—especially when you connect it to your other business-critical apps with automation.
And this is just the start of what you can do with Formstack and Zapier. What will you automate first?