Solutions
/ By ROLE /
Marketing & Sales

Powerful sales & marketing workflow automation

Create seamless workflows that improve alignment between teams, enhance your lead capture, and accelerate deal cycles.
Start Your Free TrialGet In Touch
Watch The Overview
32,000+ organizations have automated 500+ of interactions

Your customers want a digital-first experience

Your marketing workflow automation strategy needs to do more than just streamline processes. It needs to give prospects and customers the experiences they’ve come to expect. Use Formstack to create automated marketing and sales workflows that help you improve productivity, impress leads, and boost conversions.

Simplify workflows

Digitize the entire customer journey with branded forms, documents, and eSignatures. An all-in-one workflow builder makes it easy to create, edit, and deploy digital workflows in minutes.

Route data anywhere

Use smart data routing to immediately share submission data with team members, trigger custom confirmation emails, send form users to branded URLs for next steps, and more.

Optimize campaigns

Attract more leads, increase sales, boost event attendees, and more with the Conversion Kit. Take advantage of features like Partial Submissions, Field Bottlenecks, and UTM Tracking.

Easy-to-use marketing workflow tools

Mobile-Friendly Forms

Create fully responsive online forms and surveys with Formstack's mobile form builder.

Mobile-Friendly Forms

Build fully responsive forms that automatically adjust to any device and give mobile visitors a positive experience.

Conditional Logic

Boost your submission numbers with personalized, user-friendly form experiences.

Conditional Logic

Create smart online forms that react to the user’s input. Easily show or hide fields to personalize the form experience.

Conversion Kit

Get the form data and insights you need to accomplish your business goals.

Conversion Kit

Power your forms with conversion rate optimization features that unlock key insights to help your business succeed.

Workflows

Create dynamic workflow processes that help you stay organized while powering your business.

Workflows

Create dynamic workflow processes that allow multiple people to collect, review, and edit information on a single form.

CRM Document Generation

Use your CRM data to generate dynamic proposals, contracts, invoices, reports, and more.

CRM Document Generation

Use your CRM data to generate dynamic proposals, contracts, invoices, reports, and more.

Mobile Signing

Easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message.

Mobile Signing

Send documents to customers or employees via text message so they can review and sign on their phone or tablet.

Teams are more productive with Formstack

17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack
helps them get their job done.

G2 Leader

G2 named Formstack a 2023 leader in Online Forms, Document Generation, and eSignature collection.

Here’s what our customers have to say

If you look around, there are always going to be more ways you can use Formstack to reduce roadblocks and hurdles within your business.
Joseph Mitton
Director of Marketing and Communications at Select Security
A manual process would never have worked as the amount of data entry would have been too much for our team to manage. We needed tools like Formstack and Salesforce to make this possible.
Todd McGregor
Salesforce Platform Manager at Tri Counties Bank
Using Formstack, we were able to quickly deploy an e-assessment tool to virtually triage and assess patients who are unable to access care. It has been essential in helping our clinic continue to provide care during the pandemic.
Dr. Ike Ahmed
Medical Director at Prism Eye Institute

Get started with a pre-built template

View All Templates
Marketing
Contest Entry Form Template
Get This Template
Business Operations
Sales lead
Get This Template
Business Operations
Contact Us Form
Get This Template
Marketing
Webinar registration
Get This Template
Marketing
Branding Questionnaire for Clients Template
Get This Template
Business Operations
Business Demographic Survey
Get This Template

Integrate Formstack with your favorite apps

Our products connect to hundreds of popular web applications so you can automate workflows, eliminate data chaos, and be more productive.

Browse 100+ Integrations

Create paperless workflows

Digital Applications

Easily manage your employment application process by automating workflows, streamlining feedback and reviews, and simplifying eSignature collection.
Learn More

Workflow Management

Break down productivity barriers, streamline critical workflows, and take back lost time.
Learn More

Online Payments

Collect online payments quickly, easily, and securely for events, services, orders, donations, and more.
Learn More

Field Operations

Ditch pens and paper for good with completely digital workflows your team can access from anywhere on any device.
Learn More

Online Surveys

Engage your audience with beautiful online surveys that use powerful conversion tools to collect responses.
Learn More

Registrations

Seamlessly organize events, boost online registrations, manage tickets, accept payments, and more.
Learn More

Lead Generation

Create exceptional lead generation workflows that convert more site visitors and optimize your marketing strategy.
Learn More

Electronic Healthcare

Securely collect, store, and share patient information, digital documents, and eSignatures.
Learn More

Document Production

Whether you need a simple customer letter or a multi-page contract, Formstack Documents generates files instantly.
Learn More

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
Connect With UsStart Your Free Trial