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.
Seamlessly update your email marketing lists
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.
Create new tasks from form submissions
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.
Turn appointment requests into calendar events
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.
Unlock the true power of Formstack
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?
