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Formstack for Salesforce Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Formstack for Salesforce Integrations

(4)
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Formstack for Salesforce Reviews (37)

Reviews

Formstack for Salesforce Reviews (37)

4.1
37 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the product for its seamless integration with Salesforce, which simplifies data collection and management. The intuitive form builder allows for quick creation and mapping of forms, making it accessible even for non-technical users. However, some users note that the documentation could be improved to better support advanced features.

Pros & Cons

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Kyle A.
KA
Salesforce Administrator
Mid-Market (51-1000 emp.)
"Seamless integration with Salesforce"
What do you like best about Formstack for Salesforce?

The best part of this product is that it easily integrates with salesforce and the corresponding records and fields. It makes it very easy to update specific records along with automate the input of others. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

There's been quite a few bugs surrounding this application. One of which is the order of operations in which objects are created. It should sequentially check if the record exists in our system before each insert rather than doing it in bulk. Another issue is that there are times when fields for our records just don't show up as an option. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market (51-1000 emp.)
"It's ok"
What do you like best about Formstack for Salesforce?

I like that I'm able to add in the objects I need to create records for in the form and then easily select the related fields to add. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

They have a section for javascript code which is essential for the forms functionality but the formstack for salesforce support team does not help you troubleshoot javascript issues. Which makes no sense since you need it in the forms.

Why include an area for javascript code and not support it?

Instead they suggest for you to pay a professional services team in order to get simple code help.. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Small-Business (50 or fewer emp.)
"Learning Curve"
What do you like best about Formstack for Salesforce?

The ability to integrate a form program at all. It does have some helpful features. Customer Support is responsive. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Lack of functionality in a user friendly manner based on the Admin. There seems to be a lot less functionality compared to standard Formstack, and the communication between systems is problematic. One of my biggest complaints is that the design settings/interface are outdated and overly complex. Although customer support is responsive, they only answer emails and there is often much lost in translation. Review collected by and hosted on G2.com.

Verified User in Airlines/Aviation
AA
Small-Business (50 or fewer emp.)
"Great for simple forms, not quite for forms which require prefilling for example"
What do you like best about Formstack for Salesforce?

- Forms for simple requirements such as creating new records, are easy to setup/implement

- Alert options are sufficient Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

- While you can achieve a lot with custom code, this can be intimidating for someone without coding experience. More features needed around advanced customization, so that coding won't be required.

- The functionality for prefilling existing records needs better error handling, even if one record has an issue the entire prefill fails. An option to proceed with successful records and view the failed records along with failure reason would be better.

- Styling interface could use a revamp Review collected by and hosted on G2.com.

Verified User in Sports
AS
Mid-Market (51-1000 emp.)
"Great product for all size businesses."
What do you like best about Formstack for Salesforce?

Works well once setup and generally fairly straight forward to use. A lot of features to utilise which competitors lack. It's a very reliable product that we don't have to worry about breaking. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Documentation links can sometimes be hard to find but other than that, no dislikes. Review collected by and hosted on G2.com.

Alana W.
AW
Product Marketing Associate
Mid-Market (51-1000 emp.)
"Formstack for Salesforce is fantastic for data tracking!"
What do you like best about Formstack for Salesforce?

Formstack for Salesforce makes it possible for us to track survey results with the person who fills out the information and makes it easier to analyze data. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

It can be a bit complex to use and only certain people on the team can have access for privacy purposes. Review collected by and hosted on G2.com.

Mahendra R.
MR
Senior Techno-Functional CRM Consultant
Mid-Market (51-1000 emp.)
"Nice Experience throughout the journey with formstack"
What do you like best about Formstack for Salesforce?

Seamless integration with Salesforce, so very less failures Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Few more configurable solutions to restrict or make rules on multi picklist fields Review collected by and hosted on G2.com.

Rachel R.
RR
US Based Support Manager and CRM Consultant
Small-Business (50 or fewer emp.)
"Awesome Solution for data collection and surveys!"
What do you like best about Formstack for Salesforce?

I love how easy it is to setup a form and how simple it is to map the data back to the objects in salesforce.

This product has been so valuble in keeping information organized! Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

The only critique I have is the app doesnt allow you to easily add help text to aid in form submissions . Review collected by and hosted on G2.com.

Verified User in Photography
EP
Mid-Market (51-1000 emp.)
"Super Solid Solution for Web To Salesforce"
What do you like best about Formstack for Salesforce?

We love that that the solution is native to salesforce – No need for external integrations, making it a seamless experience for our team. We also appreciate the User-Friendly Form Builder that has Drag-and-drop functionality for easy and quick creation. Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Generally speaking - nothing major we dislike. Review collected by and hosted on G2.com.

Nikhil J.
NJ
Manager of Operations
Mid-Market (51-1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Game Changer Form Builder For Salesforce"
What do you like best about Formstack for Salesforce?

How it is beneficial to save green energy saving papers and helping fill any sort of forms it automates process on salesforce from data collection to digital signature,

It saves time for user by eliminating repetitive and time consuming tasks Review collected by and hosted on G2.com.

What do you dislike about Formstack for Salesforce?

Sometimes its glitchy and takes us to create over month to create a form and still glitches Review collected by and hosted on G2.com.

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Pricing Insights

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

8 months

Perceived Cost

$$$$$
Formstack for Salesforce Features
Custom Branding
Performance and Reliability
Custom Fields
Conditional Logic
Multi-page Forms
Embedded Forms
Notifications
Payments
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Formstack for Salesforce