Formstack Integrations

Quickly combine content, pricing, and layouts to create engaging proposals within minutes. This software is perfect for sales professionals, teams, and anyone involved in negotiations. Speed up the approval of your sales proposals by utilizing the e-signature feature, enabling clients to sign digitally once they approve. Moreover, you can easily export your proposals as PDFs for added convenience. Make a lasting impression on your clients with a custom landing page and eye-catching proposal designs. With web-based tracking and real-time alerts, you will be notified immediately when clients access proposals or need a follow-up. Bidsketch is a powerful proposal software that allows you to close deals rapidly, letting you focus more on your essential tasks. It serves as an effective proposal management solution that greatly shortens your proposal preparation time, supports upselling for greater revenue, and assists in closing more deals within your sales pipeline. Numerous leading companies and sales teams have adopted Bidsketch, resulting in thousands of users who have successfully finalized deals worth hundreds of millions of dollars quicker than ever before, highlighting its effectiveness in the competitive sales environment. By incorporating this software into your workflow, you can significantly boost your productivity and enhance your ability to secure deals, ultimately leading to greater success in your sales efforts.

Speak2Leads is designed to enhance sales performance effectively. Inbound leads are crucial for your business, and it's essential to ensure that you don't miss out on potential sales due to inadequate follow-ups and responses. Our lead response software connects your leads directly to your representatives through phone calls, allowing you to maximize revenue without delay. With Speak2Leads, your team can focus on making calls to leads, as we prioritize which prospects to contact first. This streamlined approach enables your sales reps to communicate with a larger number of leads almost instantly. As a result, they will be able to close more deals with less time and effort involved. Furthermore, Speak2Leads integrates smoothly into your current sales workflow, meaning your team won’t need to undergo any additional training or log into a new system. All they have to do is answer the phone and follow the provided instructions, making sales optimization easier than ever before. Ultimately, this tool not only boosts efficiency but also empowers your sales team to achieve greater success.

The Agency Management System known as Partner XE from Partner Platform is highly valued by clients for its user-friendly design, comprehensive features, and cost-effectiveness. Designed specifically for agencies that prioritize community values and seek to escape the complications of traditional management systems, Partner Platform prides itself on a trustworthy team that aligns with your principles as a collaborator. With this platform, you can seamlessly oversee the entire journey of your agency’s client relationships—from initial sales and service to renewal—within a single, cohesive system that includes functionalities for sales and marketing, client policy management, financial oversight, an agency-branded mobile app, integrated text messaging, data analytics, web solutions, and compatibility with third-party tools or industry partners, making it a comprehensive solution for modern agency needs. Moreover, this holistic approach not only enhances operational efficiency but also fosters stronger connections between agencies and their clients, ensuring long-term success.

At our company, we provide an intuitive platform driven by the latest technology, along with unlimited training and support. Our primary objective is to help you maximize the value derived from your agency management system. We specialize in serving small to medium-sized agencies, where exceptional customer service is our foremost priority. Established by Brent Sheppard, a former insurance professional, Xanatek emerged from his understanding of the necessity for agents to enhance the value they gain from their management systems. He aimed to create a simple management solution that would include extensive support and training at an affordable price. His vision is to empower small and mid-sized agencies with essential tools enabling them to operate efficiently and grow their businesses effectively, while also ensuring they have the necessary support to fully utilize the technology. Since its inception in 1995, our company has been dedicated to empowering independent agents through our advanced, cloud-based agency management system. With our platform, agency teams can easily access vital client information, facilitating smoother operations and enhancing service delivery. This emphasis on operational efficiency not only helps agencies succeed but also positions them to excel in an increasingly competitive landscape. Thus, our ongoing commitment to innovation and customer satisfaction remains at the core of everything we do.

Contemporary universities face a set of challenges that are unlike anything seen before, requiring adept navigation to thrive. Among these obstacles are shifts in global student demographics, an increased demand for specific workforce skills, struggles with student retention, and heightened expectations from learners who desire a customized and seamless educational experience. The Education Cloud for Higher Education presents a CRM-driven toolkit designed to support institutions in boosting student success throughout their academic journey, from initial inquiry to alumni status. This all-encompassing solution includes the Salesforce Platform, Education Data Architecture (EDA), and specialized resources for Recruiting & Admissions, Student Success, and Advancement, complemented by targeted offerings such as Salesforce Advisor Link. By working together, we can fulfill your aspirations. At Salesforce.org, we share your commitment to enhancing student outcomes, collaborating with forward-thinking colleges and universities to spark transformative changes across campuses by leveraging cutting-edge technology. Our joint efforts have resulted in significant achievements, highlighting the tremendous impact of partnership in the educational landscape, and paving the way for future advancements in student engagement and success.

Elevate your forms with an array of over 35 distinctive elements, enabling you to create lists, annotate images, track GPS coordinates, and much more. Even in offline environments, you can download your forms to gather information on the go, with seamless automatic syncing once you reconnect to the internet. Boost your productivity by developing tailored integrations that enhance data processing, connect with a variety of applications, and manage your iFormBuilder account with ease. Redefine mobile data collection by utilizing JavaScript-driven formulas, skip logic capabilities, and comprehensive data validation methods. The potential is limitless, constrained only by your imagination! Protect your data with device passwords, encryption techniques, and secure settings. iFormBuilder complies with rigorous standards such as GDPR, HIPAA, FISMA, and ISO 9001, ensuring it fulfills a wide range of project needs. With more than a decade of practical experience, we are committed to supporting teams of all sizes in reaching their organizational goals. Zerion’s leading platform, iFormBuilder, is perfectly suited for teams looking to tackle challenges in the field, especially in relation to inspections and data gathering. Our focus on innovation and dedication to customer satisfaction distinguishes us from our competitors, paving the way for a more effective data collection experience. Additionally, we continuously seek feedback to adapt and enhance our platform, ensuring it remains relevant and useful in a rapidly evolving landscape.

By employing a cohesive platform to oversee tasks, appointments, leads, and various additional features, individuals can remove any ambiguity about their upcoming actions and schedules. The introduction of structured sales cadences guarantees that interactions are organized and dependable, whether in outbound prospecting or routine customer engagement. Furthermore, sales professionals can significantly enhance their productivity through functionalities that facilitate repeatable cadences, automate bulk email sending, and offer customizable email templates, among other tools. The combination of Salesforce and Salesvue data within a singular interface provides invaluable insights into follow-up timing, consistency of engagement, critical success elements, and conversion statistics throughout the sales journey. This holistic strategy enables sales representatives to reduce the time allocated to administrative tasks, thus allowing for more focused discussions that can lead to higher rates of deal closures. Consequently, this comprehensive system equips sales teams with the means to function more efficiently and effectively in their quest for achievement, reinforcing the importance of streamlined processes in driving sales success.

Pipedream is a platform designed for serverless computing and integration, offering a rapid way to connect APIs and run code seamlessly. It empowers developers to construct event-driven workflows that link various applications effortlessly. By creating event sources, developers can convert any API into an event stream, allowing them to monitor activities such as tweets, GitHub events, or updates from Airtable. This platform provides a user-friendly interface for inspecting events, triggering Node.js workflows with each event, and accessing these events through an API in their applications. The workflows are built using Node.js code steps that execute whenever an event occurs. Developers have the flexibility to write custom Node.js code and utilize any npm packages, or alternatively, they can reuse actions designed for popular APIs. Events can be triggered from various sources, including a custom URL, an email address, SDK code, or based on a predetermined schedule. Once authentication apps are connected, they function seamlessly within the workflow. Pipedream accommodates OAuth and key-based authentication, managing token refresh and the OAuth flow on the user's behalf. Users can simply link accounts to the workflow steps and input the necessary authentication details in their code. Furthermore, the ability to monitor multiple event sources simultaneously enhances the platform's versatility for developers.

A 2014 study conducted by Econsultancy highlighted that the primary concern for users when choosing an email service provider is an easy-to-use and intuitive interface. Close behind this priority is the need for authentic real-time technical support. The success of any technology ultimately depends on the quality of the support team that is available to users. Without prompt and precise answers, even highly sophisticated marketing tools can fall short of their potential. This is why we firmly advocate for every client to have the benefit of a dedicated account manager at no extra fee, eliminating the necessity for any upgrades to premium or basic packages. Whether you are a non-profit organization or a political campaign, your account manager will have relevant expertise in assisting similar organizations. They will guide you from the initial training stages to more complex tasks such as setting up automated campaigns, ensuring you receive support throughout the entire process. Say goodbye to the frustrations of long support wait times or impersonal chat functions; choose VerveMail for truly effective help. In the realm of fundraising, email continues to be one of the most impactful tools available to you. By surrounding yourself with the right support system, you can significantly enhance your outreach and effectiveness. Additionally, having a knowledgeable partner by your side can streamline your efforts, allowing you to focus more on your mission and less on technical hurdles.

Our mission is to enhance access to exceptional benefits for employers, employees, and their families. Through our cutting-edge platform, products, and services, we work to streamline the benefits experience for small and mid-sized enterprises, making it user-friendly and accessible. Our intuitive application is designed to clarify the complexities of benefits, empowering individuals with the information necessary to improve their health and well-being. With a presence in all 50 states, Bennie operates as a full-service employee benefits broker, building both national and regional collaborations with a diverse selection of insurance providers. Beyond our primary services, our knowledgeable team enriches your HR technology ecosystem by linking you with our reliable partners. The Ask Bennie feature offers members valuable insights from healthcare professionals who prioritize their needs rather than the interests of insurance firms. Our committed Ask Bennie advocates support a range of activities, such as guiding users through open enrollment, correcting billing discrepancies, answering questions about benefits, and helping to find healthcare providers. By facilitating the management of benefits for your members, Bennie enables you to concentrate on the core priorities of your organization. Ultimately, our goal is to reshape the benefits landscape into one that is transparent, accessible, and supportive, ensuring everyone involved can navigate it with ease. This commitment to clarity and support is what sets us apart in the industry.

Develop a comprehensive and customized omnichannel shopping experience that caters to both consumers and partners alike. Foster lasting relationships through innovative omnichannel retail solutions that elevate your brand's presence in the marketplace. Create exceptional purchasing experiences by seamlessly integrating physical retail locations, online platforms, and backend operations into one cohesive commerce system. Empower customers with the freedom to shop on their own terms, selecting when, how, and where they prefer to make their purchases while utilizing any device and accessing all available retail channels. Provide the option for customers to buy online and choose between in-store pickup or home delivery, facilitated by interconnected ordering and fulfillment mechanisms. Manage promotions and discounts effectively across all retail channels by harnessing accurate, real-time insights into omnichannel sales and expenditures. Equip B2B entities and their customers with tailored tools and features that streamline self-service purchasing journeys. This approach not only enhances customer satisfaction but also cultivates loyalty, ensuring a more engaged and committed customer base in the long run. By prioritizing these strategies, businesses can transform their retail operations and adapt to the evolving needs of modern shoppers.

Introducing an innovative native application crafted specifically for managers who wish to oversee their team's deadlines from a single, centralized hub! The Task Manager App offers Salesforce users and their supervisors a seamless method for managing tasks, allowing them to easily view and prioritize all pending assignments for a chosen user within one interface. Salesforce users can be selected from a user-friendly drop-down menu, which provides options for themselves (the default), “All,” or “another user” to examine their tasks. This capability highlights any tasks that may have been left without a due date or forgotten altogether. With Task Manager, monitoring tasks becomes not only straightforward but also comprehensive! Users can conduct searches across any of the visible columns without the need to reload or refresh the page, thereby saving valuable time. Bid farewell to the challenges posed by overlooked tasks and procrastination. If you aim to enhance your Salesforce experience while ensuring every task is accounted for, this app is essential for efficient task management. It not only boosts productivity but also gives users the confidence to manage their workloads effectively and take charge of their responsibilities. Furthermore, the app’s intuitive design makes it accessible for users at all levels, ensuring that no one is left behind in the pursuit of task completion.

Akitra Andromeda is an innovative platform that utilizes artificial intelligence to automate compliance processes, making it easier for businesses of all sizes to adhere to various regulatory requirements. It supports a diverse array of compliance frameworks, including SOC 2, ISO 27001, HIPAA, PCI DSS, SOC 1, GDPR, and NIST 800-53, as well as custom frameworks, enabling organizations to achieve and maintain compliance seamlessly. With over 240 integrations with leading cloud services and SaaS providers, Akitra integrates effortlessly into existing workflows, enhancing operational efficiency. The platform also utilizes automation to significantly reduce the time and costs associated with traditional compliance management by automating vital tasks such as monitoring and evidence collection. Moreover, it offers a comprehensive library of policy and control templates to assist organizations in crafting effective compliance strategies. Continuous monitoring features ensure that businesses' assets remain secure and compliant, alleviating concerns associated with navigating regulatory complexities. Ultimately, Akitra Andromeda emerges as an indispensable resource for contemporary organizations aiming to excel in compliance management while fostering a culture of accountability and diligence. In an era where compliance is increasingly paramount, Akitra's capabilities position it as an essential partner for businesses committed to regulatory excellence.

EMMA is a groundbreaking software solution specifically designed for educational institutions, enabling efficient management of numerous facets of modern schooling, including student performance tracking, teacher assessments, intervention strategies, data analysis, attendance monitoring, behavior management, special educational needs (SEN), and financial management, among others. Originally developed to meet the need for accessible software for educators, EMMA distinguishes itself through its user-friendly interface, allowing teachers to use it with ease while also addressing the diverse requirements of school leaders and administrators. This platform effectively strikes an exceptional balance between ease of use and powerful capabilities when compared to competing products in the industry. Utilizing state-of-the-art web development technologies, EMMA is built upon best practices in assessment and is regularly updated with new features that enhance its functionality. These updates are driven by our extensive collaboration with various maintained schools and academies across different regions, as well as contributions from education experts in a variety of fields. Consequently, EMMA is always adapting to fulfill the ever-changing needs of the educational landscape, ensuring that it remains a vital resource for schools. The ongoing commitment to innovation and user feedback positions EMMA as a leader in educational software solutions.

TrackVia®, a prominent platform for low-code workflow management, empowers organizations to develop applications that enhance punctuality and lower expenses. By providing operations leaders with the quickest method to build robust applications, TrackVia ensures that these solutions can be managed by the business side and sanctioned by IT departments. Companies such as Honeywell, DIRECTV, and Stearns Lending utilize TrackVia to transform their operations, streamlining processes from the field to the back office for improved efficiency. This capability allows businesses to adapt swiftly to changing demands while maintaining operational control.

Among our top plugins for SugarCRM is TapCRM, a Mobile CRM App that allows for effortless access to real-time information about your business activities while on the go. This mobile application adeptly handles nearly every aspect of your business requirements with great efficiency. A notable feature of this app is its capability to create personalized layouts, providing a customized experience for each user. Start exploring its outstanding features today with a complimentary 30-day trial. In addition, we offer Survey Rocket, our premier extension for SugarCRM, which functions as a holistic email marketing and automation tool. Just like many organizations, your business requires a powerful resource to draw in new visitors and effectively manage external communication. Initially created to streamline surveys, Survey Rocket has transformed into a versatile platform that can oversee a diverse range of email marketing initiatives and more, making it an essential component of your marketing efforts. Together, these tools can greatly improve both your operational productivity and marketing success. By integrating TapCRM and Survey Rocket, you can further elevate your business performance and achieve your strategic goals.

Composer empowers users to swiftly generate flawless digital documents tailored for any purpose. By automating your templates, you can ensure they are not only visually appealing but also accurately populated with the necessary information. This capability enables the production of consistent and precise documents for various business requirements, effectively removing any obstacles or inaccuracies that could hinder operations. Additionally, Composer facilitates the creation of fully customized and personalized documents that cater to diverse industries and roles. Streamlining manual tasks diminishes errors, thereby enhancing customer communications significantly. Once your documents are crafted, our assistance extends to automating their distribution. Automated reporting and batch emailing can seamlessly integrate, promoting rapid and efficient workflows. Utilizing Conga Batch, you can consolidate, schedule, and deliver documents that were created with Composer. Furthermore, you have the flexibility to decide whether to send documents automatically or on demand, even allowing for the simultaneous processing of multiple documents. This comprehensive approach not only saves time but also fosters greater productivity across your organization.

Are you aiming to launch a marketplace, an e-learning platform, or a site for memberships? Uncover a wide range of resources, tools, integrations, workflows, and detailed guides to help you initiate your venture. You can investigate various applications, find alternatives, assess features, and share your insights. Should you wish to streamline repetitive tasks, gain access to a unified hub for integrations from services like Zapier, Integromat, Automateio, and others, which enables you to weigh pricing and functionalities. Take advantage of valuable resources such as guides and tutorials provided by both the community and service providers. Contribute your knowledge and skills, and embrace the collaborative nature of the nocode community. Create your profile, choose your favorite tools, and display your tech stack to connect with like-minded individuals. Engaging with this energetic community not only encourages innovation but also sparks creativity in your projects, paving the way for new opportunities and partnerships. By sharing experiences and learning from one another, you can enhance your journey in this dynamic space.

Introducing Autopilot: an innovative app crafted to streamline the automation of your investment portfolio by reflecting the strategies of top-tier traders in real-time. With Autopilot, the weight of managing your investments is removed, as experienced professionals guide your financial choices. You have the option to choose from a selection of outstanding traders and easily mimic their strategies in your own investment portfolio. - Connect your existing investment account and begin mirroring any of our leading traders with ease. - Join the Autopilot Club to gain exclusive access to future trades, special benefits, and a variety of enhanced features! Additionally, become part of a community of ambitious investors who share a common goal of achieving financial success together. Through collaboration and shared knowledge, you can enhance your investment journey significantly.

Ours Privacy is a customer data platform (CDP) that complies with HIPAA regulations, offering a privacy-focused solution that boosts advertising and analytics functionalities while safeguarding sensitive information from unauthorized applications. Users can leverage premium tools like GTM, GA4, Google Ads, and Meta without risking patient privacy. Designed with marketers in mind and backed by engineering and compliance experts, Ours Privacy includes an extensive array of integrated tools aimed at enhancing healthcare marketing, featuring a consent management system, web scanning functions, embedded multimedia, translation services, and smooth integration with leading advertising and analytics platforms, as well as data warehouses and EHR systems. Additionally, this platform equips organizations to effectively manage the intricacies of healthcare marketing while ensuring unwavering compliance with privacy regulations. With Ours Privacy, marketers can innovate confidently, knowing that patient confidentiality is always prioritized.