The hit show “Friends” opens with Monica already settled in a colorful apartment, surrounded by her hilarious friends and roommates. Even so, she makes space for Rachel to join the mix. The addition of this new friend gives rise to a lot of the entertaining plot twists viewers enjoyed.
Like Monica Geller, you may already have your Salesforce setup with plenty of helpful integrations. This is as awesome as a rent-controlled apartment in NYC. But don’t be afraid to invite Formstack to be your roommate – it will mesh with the group famously.
Regardless of your industry, no-code tool Formstack will make it possible for you to create online forms, documents and signatures. To get started, you can buy a license and build forms on the platform, then connect Formstack to Salesforce. Or you could even access Formstack through the Salesforce AppExchange. Either way works.
Once you create a new form, you can simply embed the form code onto your website or Salesforce Community. As soon as someone completes the form, data flows into Salesforce, where it is automatically recorded. Forms can, of course, be used for marketing purposes or even routine business processes.
Consider the case of a loan application. This lengthy form is filled with personal customer details such as addresses, employment history, income and more. By connecting Formstack and Salesforce, the data flows seamlessly, without manual effort. Now, this lender can easily analyze and process the applications. Signatures are captured digitally and completed applications are auto-saved and stored.
Here are the essential functions you can accomplish using Formstack and Salesforce (as long as you don’t go on a break):
#1. The first and most straightforward scenario is creating a new record. Your customers fill out online forms and data flows into Salesforce automatically. Naturally, having a comprehensive record of customer responses over time allows your team to better connect with users. This function seems as obvious as friends hanging out in a coffee shop, but it’s quite effective.
#2. Next, the plot thickens with dynamic, pre-filled forms. Your team may want to occasionally update customer information. After all, things change: someone can go from being a waitress to a fashion professional in just a few years. Just create a pre-filled form and send a link via email. This method is ideal for collecting changes in addresses, phone numbers, work emails and more. Once the form is updated by the customer, it can be saved in the Salesforce database.
#3. Things can get complicated fast. Perhaps you want customers to fill out a sign-up form, but you also need to see supporting documentation. Thanks to Formstack, you can ask users to upload required documents – like a photo of their passport – and attach right to the form. Just don’t ask Phoebe Buffay why she can’t travel internationally.
#4. You may desire a very specific aesthetic for your brand, as unique as purple walls and blue kitchen cabinets. Happily, Formstack gives you the freedom to customize the styling and UI of forms. If your team lacks bandwidth, you can ask for the help of an implementation partner.
Also, your customization requirements can go beyond aesthetics. For example, if you ask a user for their email address on the first page of a form, you may want to display that email in other fields on later pages. Or perhaps you want questions to adapt live, based on the answers provided by customers throughout the process. These types of conditional rules are also available in Formstack.
Of course, the more rules, the greater the complexity of any given form. Sometimes one form simply doesn’t suffice – think of these as two-part season finale episodes. In these cases, you can set up two separate forms that seamlessly display as one to users.
#5. Lastly, there’s nothing more satisfying than when a form is accompanied by payment. Usually, this indicates you’ve made a sale. Some of the supported payment portals are Paypal, Stripe, Authorize.net and iATS.
Once a form has been received and internally processed by your team, Formstack can automatically send out a payment link to the new customer. Then, the user can just go to the portal and complete the payment process. This ending is a lot less complicated than Ross and Rachel’s airport drama.
Forms can seem mundane or even dry, but they are often at the heart of customer experience. Think through the last time you had to fill out a form; there’s a good chance this was a slightly frustrating or confusing process. Your team can simplify customer-facing forms with Formstack. Then, start to imagine how other business processes can be streamlined by this tool.
Just because something appears ordinary – like a story about friends who share an apartment – doesn’t mean it can’t make a big impression. Formstack and Salesforce are a fan-favorite with little downside. Issues only arise when a form has upwards of 50 rules.
If you’d like to create unique forms that gratify customers and make your team’s life easier, don’t be daunted by complexity. An experienced implementation partner can help.