Formstack Integrations

Speak2Leads can be used to optimize sales. You love inbound leads. You don't want to lose sales because of poor follow-ups and response. Our lead response software sends your leads to your reps via phone. You can earn more revenue by waiting. Speak2Leads allows your reps to spend more time calling leads. We will tell you which prospects to call in order of priority. Keep your eyes on prospects and don't think. Your sales reps will be able to communicate with more leads in a matter of seconds. They will close more sales in less time and effort. Speak2Leads integrates seamlessly with your existing sales process. Your sales team doesn't need to learn anything or log in. Answer the phone and follow all the prompts.

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

We offer a user-friendly platform powered by cutting-edge technology, combined with limitless training and assistance. Our goal is to help you extract the highest possible value from your agency management system. We focus exclusively on small to medium-sized agencies, prioritizing exceptional customer service. Founded by Brent Sheppard, a former insurance agent, Xanatek was born from his recognition of the need for agents to enhance the value they receive from their management systems. He envisioned a straightforward management solution that would come with comprehensive support and training at a competitive price. His mission is to equip small and mid-sized agencies with the tools necessary to operate and expand their businesses effectively while ensuring they receive the support needed to maximize their use of the technology. Since its establishment in 1995, the company has been committed to empowering independent agents through our sophisticated, cloud-based agency management system. With our platform, agency personnel can easily access essential client information, streamlining their operations and improving service delivery. This focus on efficiency enables agencies to thrive in a competitive market.

Modern universities are encountering unprecedented challenges that they must navigate effectively. These challenges include changing global demographics of students, a growing need for specific skills in the workforce, difficulties in retaining students, and increasingly high expectations from students who seek a tailored and smooth educational journey. The Education Cloud for Higher Education offers a CRM-based toolkit that empowers institutions to enhance student success at every stage, from prospective students to alumni. This comprehensive solution features the Salesforce Platform, Education Data Architecture (EDA), and specialized tools for Recruiting & Admissions, Student Success, and Advancement, along with targeted products like Salesforce Advisor Link. Together, we can achieve your objectives. At Salesforce.org, our mission aligns perfectly with yours: to foster student achievement. We collaborate with innovative colleges and universities to facilitate campus-wide transformation using the finest technology available. Our partnership has led to remarkable accomplishments, showcasing the power of collaboration in education.

Enhance your forms with more than 35 unique elements, allowing you to compile lists, annotate images, track GPS locations, and much more. Even when offline, you can download your forms to gather data wherever you are, with automatic syncing once you regain connectivity. Increase efficiency by creating custom integrations that streamline data processing, link with various applications, and effortlessly manage your iFormBuilder account. Challenge the norms of mobile data collection using JavaScript-driven formulas, skip logic features, and robust data validation techniques. The possibilities are endless, limited only by your creativity! Safeguard your information through device passwords, encryption methods, and secure environments. iFormBuilder adheres to stringent standards including GDPR, HIPAA, FISMA, and ISO 9001, ensuring it meets diverse project requirements. With over ten years of hands-on experience, we’ve dedicated ourselves to assisting teams of all sizes in achieving their enterprise objectives. Zerion’s flagship platform, iFormBuilder, serves as the ideal foundation for teams aiming to address challenges in the field, particularly concerning inspections and data collection. Our commitment to innovation and customer satisfaction sets us apart in the industry.

By utilizing a unified interface for managing tasks, appointments, leads, and additional functions, users can eliminate uncertainty regarding their next actions and timelines. The implementation of sales cadences ensures that engagement remains structured and reliable, whether during outbound prospecting or regular customer follow-ups. Additionally, sales representatives can save valuable time with features that allow for repeatable cadences, automated mass email functionality, customizable email templates, and much more. The integration of Salesforce and Salesvue data within a single platform delivers critical insights on the timing of follow-ups, engagement consistency, essential success factors, and conversion metrics throughout the sales process. This centralized approach allows sales representatives to minimize time spent on administrative duties, enabling them to focus on more direct conversations that lead to increased deal closures. Ultimately, this streamlined system empowers sales teams to operate more efficiently and effectively in their pursuit of success.

The fastest way to integrate APIs, and run code. Pipedream is a serverless computing platform and integration platform that makes it easy for developers to create event-driven workflows and connect apps. Any API can be turned into an event stream by creating event sources. You can create event sources to listen for tweets, Github events or Airtable records. You can inspect events in a human-friendly manner, trigger Node.js workflows for every event, and consume events in your app via API. Node.js code steps are used to create workflows that run on every event. You can write your own Node.js and use any npm packages. Or you can reuse actions that scaffold popular APIs. You can trigger via sources, a custom URL, email address or SDK code, or a schedule. Connect to Auth apps once and they will continue to work in your workflow. Pipedream supports OAuth, key-based auth and handles token refresh and OAuth flow for you. Simply link accounts to steps, and include the appropriate auth information in code.

A 2014 panel by Econsultancy revealed that the top priority for users selecting an email service provider is a straightforward and intuitive interface. Following closely behind this preference is the demand for genuine real-time technical assistance. Ultimately, the effectiveness of technology hinges on the quality of the support team available. If immediate and accurate answers are not accessible, even the most advanced marketing tools can prove to be ineffective. This is precisely why we believe that every client should have access to a dedicated account manager at no additional cost, without the need for premium or basic package upgrades. Regardless of whether you're a non-profit organization or a political initiative, your account manager will possess relevant experience working with similar entities. They will assist you from the initial training phase right through to more intricate processes such as creating automated campaigns, ensuring guidance throughout your journey. Forget the hassle of calling support lines or navigating anonymous chat features; choose VerveMail for genuinely effective assistance. In the arena of fundraising, email remains one of the most powerful tools at your disposal. Equip yourself with the right support to maximize your impact.

We are dedicated to providing employers, employees, and their dependents with improved access to superior benefits. Our suite of platform solutions, products, and services is tailored to simplify benefits for small and mid-sized businesses, ensuring they are both straightforward and readily available. The app we offer enhances user experience by demystifying benefits and empowering individuals with the knowledge they need to enhance their lives. Bennie operates as a comprehensive employee benefits broker, licensed across all 50 states, and fosters strong national and regional connections with various insurance carriers. Our team of specialists also complements your HR technology needs by offering connections to our trusted partners. With the Ask Bennie feature, members receive guidance from healthcare professionals who prioritize their interests over those of insurance companies. The Ask Bennie advocates provide assistance with a variety of tasks, such as navigating open enrollment, resolving billing errors, addressing benefits inquiries, locating healthcare providers, and much more. By helping your members effectively manage their benefits, Bennie allows you to focus on what truly matters for your organization’s success. This holistic approach ensures that both employers and employees can thrive amidst the complexities of benefits management.

Create a cohesive and tailored omnichannel shopping journey for both customers and partners. Build enduring connections through advanced omnichannel retail solutions that enhance your brand identity. Ensure remarkable buying experiences by integrating physical stores, digital platforms, and backend operations into a single commerce platform. Allow customers the flexibility to choose when, how, and where they wish to shop—utilizing any device and engaging with all available online and offline retail avenues. Facilitate options for customers to make online purchases and either pick them up in-store or have them delivered to their homes through interconnected ordering and fulfillment systems. Effectively oversee promotions and discounts across every retail channel by leveraging precise, real-time data regarding omnichannel sales and costs. Equip B2B organizations and their users with the specialized tools and features necessary for efficient self-service purchasing experiences. By doing so, you can significantly enhance customer satisfaction and loyalty.

Introducing an intuitive application designed for managers to oversee the deadline tasks of their entire team from a single interface! The Task Manager App offers Salesforce users and their supervisors an efficient way to handle tasks, providing a consolidated view where they can prioritize and monitor all outstanding assignments of any selected user. Users who possess Salesforce licenses can easily choose from a drop-down menu to view their own tasks (which is the default setting), all tasks, or those of another individual. This functionality ensures that all tasks with missed due dates or unfilled deadline fields are prominently displayed. Task Manager guarantees that tracking your responsibilities will never be overlooked! You can effortlessly search through any of the visible columns without needing to refresh the page, ensuring that tasks remain in focus. Say goodbye to the worries of procrastination or overlooking deadlines. This is the essential app for anyone looking to maximize their Salesforce experience by ensuring every task is accounted for and enhancing overall task management efficiency. With Task Manager, you'll stay organized and proactive in your work!

Akitra Andromeda represents a cutting-edge, AI-driven compliance automation solution aimed at simplifying the complex landscape of regulatory compliance for organizations, regardless of their size. It accommodates an extensive array of compliance standards such as SOC 2, ISO 27001, HIPAA, PCI DSS, SOC 1, GDPR, NIST 800-53, along with tailored frameworks, allowing businesses to maintain ongoing compliance with ease. With more than 240 integrations available for major cloud services and SaaS applications, it effortlessly fits into existing operational processes. The platform’s automation features significantly lower the expenses and time involved in traditional compliance management by automating the processes of monitoring and gathering necessary documentation. Additionally, Akitra offers an extensive library of templates for policies and controls, which aids organizations in developing a thorough compliance program. Its continuous monitoring functionality guarantees that assets are not only secure but also remain compliant at all times, providing peace of mind for businesses. Ultimately, Akitra Andromeda empowers companies to focus on their core operations while seamlessly managing their compliance obligations.

EMMA is an innovative software solution tailored for educational institutions, facilitating the effective management of various aspects of contemporary schooling such as student achievement and progress, teacher evaluations, interventions, data analysis, attendance tracking, behavior management, special educational needs (SEN), financial oversight, and much more. Initially created to fulfill the demand for user-friendly software for educators, EMMA stands out due to its intuitive design that enables any teacher to navigate it effortlessly while also satisfying the comprehensive needs of school leaders and administrators. This platform arguably strikes the perfect balance between user-friendliness and robust functionality compared to other products in the market. Built on cutting-edge web development techniques, EMMA is grounded in optimal assessment practices and is consistently enhanced with regular updates that incorporate valuable new features. These improvements are made possible through our extensive collaborative efforts with various maintained schools and academies across different regions, alongside insights from education specialists in diverse fields. As a result, EMMA continually evolves to meet the dynamic demands of the educational sector.

TrackVia®, a leading low-code workflow management platform, helps companies create applications that increase on-time performance while reducing costs. TrackVia gives operations leaders the fastest way to create powerful applications that can be governed by business and approved by IT. TrackVia is used by companies like Honeywell, DIRECTV and Stearns Lending to digitize their operations from field to back office.

One of our premier plugins for SugarCRM is TapCRM - a Mobile CRM App designed for seamless access to real-time data regarding your business operations while you're on the move. This mobile application for SugarCRM is capable of managing nearly all aspects of your business needs efficiently. A standout feature of this mobile app is its ability to create custom layouts, ensuring a tailored experience for each user. Begin your journey today with a free 30-day trial and discover its exceptional capabilities. Additionally, we have Survey Rocket, our flagship extension for SugarCRM, which serves as a comprehensive email marketing and marketing automation solution. Like many other enterprises, your business needs an effective tool to attract new visitors to your website and efficiently handle external communications. Originally designed to automate surveys, Survey Rocket has evolved into a robust platform that can manage a wide array of email marketing campaigns and much more, making it an indispensable asset for your marketing strategy. Overall, both of these tools can significantly enhance your business's operational efficiency and marketing effectiveness.

Composer allows you to quickly create digital documents that are error-free for any purpose. Automate your templates to ensure they are beautiful and filled with the right data. You can create consistent, accurate documents for every business need and eliminate any process roadblocks or errors that slow down your business. Composer allows you to quickly create fully customized, personalized documents regardless of your industry, your job, or your purpose. Reduce manual tasks and errors to improve customer communications. Once you have created your documents, we can help you automate them. Automated reports and batch emails can be linked together for fast, efficient workflows. Conga Batch allows you to consolidate, schedule, then deliver documents created with Composer. You can choose how to launch and send documents, either automatically or on-demand. You can even do it for multiple documents at once.

Are you looking to create a marketplace, an online learning platform, or a membership site? Discover a variety of tools, integrations, workflows, and comprehensive guides to kickstart your project. You can explore various applications, identify alternatives, compare features, and provide your feedback. If you're interested in automating repetitive tasks, access a centralized hub for integrations from platforms like Zapier, Integromat, Automateio, and more, allowing you to compare pricing and functionalities. Delve into resources such as guides and tutorials offered by both the community and vendors. Share your expertise and knowledge, and tap into the collaborative spirit of the nocode community. Establish your profile, select your preferred tools, and showcase your tech stack to connect with others. Engaging with this vibrant community can foster innovation and inspire creativity in your endeavors.

Presenting Autopilot: a revolutionary application designed to help you automate your investment portfolio by mirroring the strategies of elite traders in real-time. With Autopilot, you can eliminate the stress of investing as seasoned experts steer your financial journey. Select from a roster of exceptional traders and effortlessly replicate their moves while maintaining full control over your portfolio—automatically. - Link your current investment portfolio and start mirroring any of our top-rated traders. - Become a member of the Autopilot Club to unlock exclusive access to future trades, special bonuses, and additional benefits! Moreover, this community ensures you stay ahead with the latest investment trends and insights from leading professionals.