Services. | Platforms.

Formstack

Automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes with workplace productivity platform.

The effectiveness of working with OBO was flawless.

We help you integrate data into digital documents and streamline your workflow automation using Formstack’s platform, which simplifies creating and managing custom forms and eSignatures.

This platform simplifies data management by connecting to hundreds of web apps. We eliminate data chaos by connecting Formstack to your tech stack to automate workflows.

Formstack manages sensitive data by providing secure connections and encryption, so your information is safe and protected.

Sales & Marketing

Focus on closing deals quickly, increasing your leads, and keeping your teams on the right track. You’ll be able to impress your clients with Formstack features, such as –

Branded Forms
Tailored Documents
eSignatures

Putting your brand at the front of all important documents allows you to increase conversion rates, connect with the right people, and improve productivity. Optimize your workflows with personalized forms, and integrated CRM data, that support your conversion efforts.

The expert OBO team can help you and your team integrate Formstack with a variety of integrations that Formstack provides. Including, Salesforce, HubSpot, and ActiveCampaign. Not only improving your tech stack but your processes, as well.

Formstack for your nonprofit

Create awareness with automated workflows that allow you to gather data, manage donations, organize events and attract volunteers. You’ll be able to make an impact with Formstack features, such as –

Secure Donation Methods
Control Data Distribution
Pre-Built Templates

Having separate forms to accurately capture data and people is vital to any nonprofit. Yours, included. Don’t miss the opportunity to raise your fundraising efforts, secure donations, retain volunteers and/or sponsors.

Formstack with a variety of integrations that Formstack provides. Including, Salesforce, HubSpot, and ActiveCampaign. Not only improving your tech stack but your processes, as well. Success using the Formstack and Salesforce integration has made it easier for nonprofits to capture stories and document them in Salesforce.

Formstack & Salesforce

Formstack and Salesforce is a powerful integration when it comes to capturing leads and creating personalized forms using their drag-and-drop builder directly in Salesforce. This allows you to prefill data from any object to create an exclusive experience. Gain Salesforce features using this integration, which include –

Data Encryption, reCAPTCHA, and compliance for HIPAA, FedRamp, and FERPA
Seamlessly Process Payments
Data Collection
eSignatures
Automated Document Workflows

If you are interested in how to seamlessly integrate Formstack and Salesforce, the OBO team can not only help you build this tech stack but a process that works for you and your team.