Formstack integration with Pipeline CRM
Send what people submit through your Formstack forms straight into Pipeline CRM. New lead and contact data arrives in the CRM without anyone doing manual data entry from a notification email.
✓ No credit card required ✓ 14-day free trial ✓ Cancel anytime
Trusted by over 18,000 users globally
At a Glance
Formstack is an online form and survey builder that connects to Pipeline CRM through an integration Formstack builds and documents. Collected form data is sent to mapped fields in Pipeline CRM, so lead and contact records are created and updated from submissions rather than typed in by hand. Mapping is configured on the Formstack side.
Manage leads automatically
With the Formstack Forms integration for Pipeline CRM, new lead information is usable as soon as it arrives rather than after somebody has retyped it.
Auto form sync to Pipeline CRM
Collected form data is sent automatically to mapped fields in Pipeline CRM, so a submission lands where the record expects it.
Contact management
Contact records are kept updated from submissions, and new ones are created when the person is not already in the CRM.
Lead capture forms
Formstack’s forms and surveys are the capture surface, so the questions you ask on the form are the data that reaches the CRM.
Setting up the Formstack integration
Formstack publishes and maintains the setup documentation for this connection, and the field mapping is configured in Formstack. Their integration page is the current setup path.