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Marketing & Sales

Powerful sales & marketing workflow automation

Create seamless workflows that improve alignment between teams, enhance your lead capture, and accelerate deal cycles.

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32,000+ organizations have automated 500+ of interactions

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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

Formstack Sync helps marketers by syncing and updating qualified leads to sales. And by giving marketers the revenue and financial cost data they need to make accurate, data-driven decisions.

Kipp Bodnar

CMO at HubSpot

Formstack’s digital COVID-19 self-declaration form allowed us to quickly and securely screen employees each day before they entered the workplace. It has been a vital part of our operations as we continue to navigate this new normal.