One of the best ways to collect information from your contacts is directly from the source. Using a form on your website, you can ask customers and prospects to provide you with accurate information about themselves. Now, with our Formstack integration, you can bring that information directly into your customer database.
Formstack Adds Elegance to Your Webforms
With the new version of Batchbook, we have once again partnered with our friends at Formstack to provide you with an awesome web form experience. Formstack is a leader in web forms, with a ton of great features.
Here are a few of things you can expect:
You have complete control over which field types to use and how you label them. Ask open ended questions, give multiple choices, and more.
Organize longer forms into clear sections. Add headers and supporting text to each section.
Remember those “choose your own adventure” books? Conditional formatting is like that. Show or hide fields depending on how people fill out the form.
Send Contact Data into Batchbook
Once the integration is set up, your web form contacts will be instantly added into you Batchbook customer database.
Collect Custom Data
Link a Batchbook Custom Field Set to your form so you can collect custom data from your contacts.
Use your web form as an order form, and collect payment right then and there. Great for online invoicing.
Notify the right person, depending on what selections a contact makes on the form.
*Features available when you upgrade to a paid Formstack plan
Formstack makes creating web forms simple. We are excited that they built this super-useful integration with us!
Using the Integration
This video shows you how to set up and use Formstack with Batchbook:
Special Offer for Batchbookers
Formstack provides Batchbook users with 3 free web forms with up to 10 fields each and room for 50 submissions per form! And for those of you who need more, it will be an easy move to one of Formstack’s paid plans, which will give you all of the bells and whistles you could possibly need!
Batchbook customers, sign up with Formstack
and get 3 free forms!
You can set up your special free plan with Formstack right from your Batchbook account. Click on your name at the top left to open your Preferences menu, and then click on the Integrations tab. You’ll see Formstack, with instructions on how to set up your account.
See it in Action
Formstack web forms embed nicely into your web site. Here is a form we use to get feedback on what integrations customers want to see in Batchbook. *Hint: fill it out to tell us what integrations YOU want to see