Formstack Integrations Guide (2025)

In today’s fast-paced business environment, seamless data flow and automation are critical, and that’s where Formstack integrations shine. By connecting with CRMs, payment processors, communication platforms, and more, Formstack becomes more than just a form builder. These integrations break down silos between departments, streamline processes, and enhance overall efficiency, helping teams save time while gaining deeper insights from their data.

Tag along as we explore how Formstack integrations can enhance the platform’s functionality and connect with other tools to improve connectivity across your tech stack.

What are Formstack Integrations?

Formstack integrations are powerful connections that link the software’s suite of productivity tools with over 250 leading software platforms. These integrations allow users to automate workflows by seamlessly transferring data between Formstack and the other solutions they rely on daily. Whether it’s sending form submissions directly into a Salesforce record, triggering automated emails through Mailchimp, or syncing documents to Google Drive, Formstack integrations eliminate manual tasks and increase overall efficiency across teams and departments.

Benefits of Formstack Integrations

Formstack integrations offer a powerful way to boost productivity by connecting Formstack with the tools your team already uses. This not only enhances the functionality of both Formstack and the connected platform but also allows team members to complete tasks without constantly switching between apps, thus creating a more efficient workflow.

Some key benefits to be gained from Formstack integrations include:

• Improved Data Accuracy: Eliminate the errors that come with manual data entry by automating the transfer of information between Formstack and your other tools.
• Increased Efficiency: Save valuable time and resources by automating repetitive tasks and data workflows triggered by form submissions.
• Streamlined Workflows: Create seamless and automated processes that connect data collection with your existing business systems.
• Better Data Management: Ensure data consistency and a more unified view of your information across different applications.
• Extended Functionality: Enhance the capabilities of your core applications by leveraging Formstack’s powerful form features and integrating them with the specific functionalities of other tools.
• Reduced Operational Costs: Automation and improved efficiency can contribute to lower overhead and better resource allocation.

Built-In Formstack Integrations: Direct Connections with CRMs, Email, and More

Formstack offers a variety of built-in integrations designed to connect directly with popular software tools across categories like CRMs, email marketing platforms, payment processors, and more. These native integrations are developed and maintained by Formstack, making them easy to set up, reliable, and well-supported within the platform. 

Examples of built-in Formstack connections include:

Integrations with CRM Systems

Connecting Formstack with CRM platforms like Salesforce, HubSpot, or Zoho CRM streamlines lead management by automatically capturing form submissions and syncing them directly into the CRM system. This eliminates manual data entry, reduces the risk of human error, and ensures that sales and marketing teams always have access to real-time, accurate customer data. It also allows for immediate follow-up actions—like triggering email sequences or assigning leads to sales reps—boosting response times and improving the overall customer experience.

Integrations with Email Marketing Tools

Integrating Formstack with email marketing tools like Mailchimp or Constant Contact enables businesses to automatically update subscriber lists whenever a user submits a form. This seamless connection ensures contact lists stay current and accurate, and enables immediate engagement by triggering targeted email campaigns based on user responses. As a result, marketing teams can deliver timely, personalized messages that enhance customer relationships and boost campaign effectiveness—all while saving time and reducing administrative workload.

Integrations with Payment Systems

Formstack offers native payment processing integrations with popular platforms like Stripe, PayPal, and Authorize.Net that empower users to securely collect payments directly through their forms. These connections are ideal for businesses, nonprofits, and service providers that need to process transactions for donations, product sales, or invoices—all without redirecting users to a separate platform. By embedding payment functionality into the form experience, Formstack ensures a seamless checkout process that streamlines the entire revenue collection process.

Integrations with File Storage and Collaboration Tools

Storage tools like Google Drive and Dropbox are already quite useful on their own, but they become even more powerful when integrated with Formstack. Through these connections, data and any attached files can instantly be routed to a designated folder in your cloud storage when a user submits a form. This automation not only improves efficiency but also ensures that all records are centralized and securely stored for future access.

Additionally, connecting Formstack with communication solutions like Slack enhances collaboration by instantly notifying team members when new submissions come in. These real-time alerts ensure that no inquiry or task slips through the cracks and allow teams to take immediate action based on form responses. Whether it’s a new lead, support request, or internal approval, these integrations keep everyone informed and aligned without needing to constantly check Formstack manually.

Other Direct Connections

While Formstack offers over 250 built-in integrations with many popular platforms, its functionality can be extended even further through Zapier and Webhooks. 

By connecting Formstack to Zapier, for instance, users gain access to over 5,000 additional app integrations, enabling complex, multi-step automations with tools that aren’t supported natively. Similarly, Webhooks allow for real-time data delivery to any external system with an API, offering near-limitless customization for advanced users and developers. 

Together, these tools significantly expand Formstack’s integration capabilities, allowing teams to tailor workflows to their exact business needs and connect virtually any part of their tech stack.

How to Set Up Formstack Integrations

While setting up integrations in Formstack might sound like an intimidating undertaking on paper, Formstack’s intuitive and easy-to-use interface makes the process a breeze. Simply follow these steps to connect your favorite platforms:

1. Locate the Integration Hub: In the Formstack form builder, find and open the “Integration Hub” section to access available integration options.
2. Select Your Application: Choose the third-party platform you want to connect with Formstack from the list of supported integrations.
3. Authorize the Connection: Enter the necessary credentials or API keys to securely authorize and establish the connection between Formstack and the chosen app.
4. Map Form Fields: Match the fields in Formstack to the corresponding fields in the integrated application to ensure accurate data transfer.
5. Test the Integration: Run a test submission to verify that data flows correctly and the integration functions as expected before going live.
6. Activate and Save: Once testing is successful, activate the integration and save your settings to enable continuous data syncing between platforms.

Tips for Successful Formstack Integrations

Successfully integrating Formstack with your existing tools requires more than just connecting apps—it demands thoughtful planning and strategic implementation. By understanding how your data flows between platforms and conducting thorough testing, you can build connections that function as anticipated and truly streamline workflows.

Here’s some useful advice to help ensure your integrations go off without a hitch:

Knowing What You Want to Automate with Integrations

Before setting up a Formstack integration, it’s crucial to clearly identify what you want to automate to ensure the process delivers real value. Defining your objectives upfront helps you choose the right tools and configure workflows that directly address your pain points—whether that’s speeding up data entry, improving lead management, or streamlining payments. Without a clear automation goal, you risk creating inefficient or redundant processes that don’t solve your challenges.

Matching Your Data Correctly

Accurately matching your data fields is also essential to ensure information flows smoothly and lands exactly where it’s needed. Properly mapping fields prevents errors like misplaced or missing data, which can disrupt workflows and cause confusion among team members. 

By carefully aligning form fields with corresponding fields in your connected apps, you maintain data integrity and enable seamless automation—whether it’s updating customer records, triggering email campaigns, or processing payments. Taking the time to double-check these mappings upfront saves headaches down the line and ensures your integration truly enhances efficiency.

Testing Your Integrations Thoroughly

After setting up a Formstack integration, thoroughly testing it is vital to catch any errors or misconfigurations before they impact your live workflows. This helps verify that data transfers correctly between systems, triggers occur as expected, and no crucial information is lost or misplaced. Without careful testing, small mistakes can lead to bigger issues such as incomplete records or payment failures, which can disrupt business operations and frustrate users.

Security and Privacy with Formstack Integrations

Lastly, and perhaps most importantly, security and privacy should be a top priority when setting up Formstack integrations. Since these connections often involve transferring sensitive data between platforms, it’s essential to follow best practices like using encrypted connections, limiting access through role-based permissions, and regularly reviewing data-sharing settings. Ensuring that only authorized users and systems can access your data helps protect against breaches and compliance risks.

How to Use Formstack Documents with Knack for Automated Document Creation

Knack is one of the most popular integrations with Formstack, especially when paired with Formstack Documents (formerly WebMerge)—a tool designed to automate the creation of customized documents from collected data. 

By connecting Knack with Formstack Documents, users can seamlessly generate important documents such as reports, invoices, and more, directly using the data they manage within their Knack applications. This integration streamlines workflows by eliminating manual document creation and ensuring that up-to-date information is automatically populated into professional templates.

Streamline Your Work with Formstack Integrations through Knack

Integrating Formstack with Knack offers businesses a powerful way to streamline workflows and automate complex processes that once required significant manual effort. Whether it’s data collection, automated document generation, workflow automation, or anything else, a Formstack-Knack connection opens up a whole new world of possibilities that can significantly enhance your business process.

Ready to experience the combined power of Knack and Formstack for yourself? Try out your risk-free 14-day trial of Knack today—no credit card required!

Formstack Integrations FAQs: Your Top Questions Answered

Does Formstack have an API?

Yes, Formstack offers a RESTful API that allows users and third-party applications to access Formstack resources programmatically, enabling custom integrations and automation.

What is better than Formstack?

The answer depends on your specific needs, but alternatives to Formstack include Formsort, Typeform, Jotform, and SurveyMonkey, each offering unique features and capabilities.

Does Formstack integrate with HubSpot?

Yes, Formstack integrates with HubSpot, allowing users to collect data and send it to HubSpot CRM automatically, simplifying lead management and optimizing marketing and sales efforts.

What are the embed options for Formstack?

Formstack provides various embed options, including JavaScript embed code, iFrames, Lightbox forms, and CMS-specific integrations.