Real-World Case Studies and Customer Success Stories with Formstack Form Builder

Formstack for Salesforce helped Central New Mexico Community College unify student data across credit and non-credit programs. The college solved... duplicate record issues by using single sign-on and improved data accuracy. Staff now manage forms and student records with less manual work. Students see real-time program availability for coding bootcamps. Communication with students and local businesses is easier. CNM continues to expand its offerings with all data in one place.
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Formstack helped eduWeb Digital Summit improve their scholarship application process. They replaced multiple data collection tools with Formstack’s dynamic forms... and secure database. Admins saved 10 hours per week by streamlining workflows. Data was integrated with Trello and MailChimp, eliminating silos. Applicants had a better experience with personalized responses and clear communication.
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Formstack for Salesforce helped Simon Fraser University collect student leads and documents directly in Salesforce. The university replaced manual spreadsheet... imports with digital forms, saving time and reducing errors. FOIPPA compliance was achieved, improving data security. Prefilled forms boosted student engagement and made processes easier. SFU cut costs by consolidating software and eliminated manual data entry.
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Formstack Workflows helped St. John's University remove paper from student and university workflows. Kevin, the Director of Fiscal & Administrative... Affairs, led the switch to Formstack during the pandemic. The university moved key processes like major changes and leave applications online. After the update, 84% of students preferred the new digital process. The solution improved student access, digitized workflows, and made equipment tracking easier.
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Formstack helped Augustana College replace 95% of paper forms with digital workflows. The registrar's office needed fast digital transformation during... the pandemic. Leslie and her team used Formstack to build nearly 400 forms for 500 employees. Automated approval workflows saved hours each week. The solution empowered staff and improved data collection across campus.
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Formstack's UTM Tracking feature helped Lasell University save 20 hours per month by automating lead tracking for over 30 marketing campaigns. The marketing team... no longer creates separate landing pages for each campaign. All lead data now flows directly into their CRM. This improved efficiency and allowed better tracking from form submission to student enrollment. The university now has a standard process for capturing campaign data.
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Formstack helped University of Houston digitize its donation process. The team replaced manual Excel sheets and paper signatures with online... forms, automated documents, and eSignatures. This new workflow eliminated manual data entry and improved data security with HIPAA, PCI, and GDPR compliance. The university reduced costs by consolidating software. Automated reminders and document routing removed process bottlenecks.
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Formstack helped the University of Michigan automate its visa letter request process for international students. The university used to handle... thousands of requests manually, causing delays of two to four weeks. With Formstack Documents and automated workflows, students now receive visa letters the same day they submit a request. The new process saves the events office hundreds of staff hours and thousands of dollars each year. The university also uses Formstack for event registration, ticketing, and volunteer management.
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Formstack for Salesforce helped Central New Mexico Community College unify student data across many programs. CNM serves over 22,000 students... and needed a better way to track students joining different programs. Before, their data was spread across many systems. With Formstack for Salesforce, they made data collection for coding bootcamps simple. This helped them grow student programs and become more agile.
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Formstack helped eduWeb improve their call for proposals process. eduWeb needed one system to manage data from over 100 speakers... and integrate with their tools. They used Formstack as a data hub, with features like conditional logic, custom branding, and MailChimp integration. This made the application process seamless and automated data sharing. Results included faster applicant response times, better user experience, and all data in one secure place.
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Formstack helped Code Black Indy build no-code workflows for student enrollment, payments, and evaluations. They used Formstack’s form builder to... create dynamic forms and collect payments with PayPal, avoiding high third-party fees. Staff can quickly adapt forms for different programs and schools. Data integrates with Salesforce and Google Sheets for easy reporting. The solution improved collaboration, boosted form conversions, and enabled fast form building with conditional logic.
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Formstack for Salesforce helped Simon Fraser University digitize student data collection. SFU replaced manual spreadsheet imports with digital forms, improving... student engagement and data security. The solution met FOIPPA compliance needs. Prefill features reduced repetitive questions for students. SFU eliminated manual data entry and consolidated software, saving money and boosting efficiency.
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Formstack helped Azusa Pacific University cut student background check processing time by one week. The university replaced a slow, manual... PDF process with an automated online form and workflow. Departments now get instant alerts and submit information faster. Formstack Documents creates a final PDF package automatically. The new process eliminated lost emails, reduced manual data entry, and improved job placement speed for students.
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Formstack helped LittleStar ABA digitize their incident report forms, eliminating the need for physical storage. The team improved data security... and ensured HIPAA compliance. Automating workflows reduced human error and made data analysis easier. Integrations with tools like SmartSheet and SharePoint increased efficiency. Staff now spend more time focusing on patients and families.
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Formstack for Salesforce helped a community hospital digitize its school certification program. The hospital replaced paper forms with web-based forms... and added e-signature features. This change removed manual data entry and reduced errors. Automated alerts now notify schools when certifications expire. The new process increased speed and efficiency, cutting out hours of manual work and site visits.
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Formstack helped InHouse Physicians streamline healthcare workflows and save over $100,000. The platform enabled secure patient data collection and digital... signatures for large, international employers. InHouse Physicians used Formstack for rapid COVID-19 testing, health screenings, and patient surveys. Patients received test results faster and had an easier experience. The operations team benefited from simplified processes and significant cost savings.
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Formstack's HIPAA compliant form builder helped C2 Call Center and Crossroads Hospice improve healthcare data collection. Nurses needed fast, secure... access to patient records in the field. The team moved from paper and spreadsheets to Formstack's online forms after Adobe FormsCentral was retired. Formstack enabled call center operators and triage nurses to work in the same workspace. This change increased productivity and made data management easier for healthcare staff.
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Formstack helped Indiana Health Group digitize patient onboarding. 90% of patients now complete forms online. The group needed a HIPAA-compliant... solution after their old tool became too costly. Formstack provided secure, easy-to-use online forms. This improved patient engagement and streamlined workflows for the healthcare provider.
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Formstack integrates with WeInfuse to help Novella Infusion modernize patient consent. Patients now fill out intake and consent forms online... before appointments. Data goes straight into the WeInfuse platform. No more paper forms or manual scanning. Administrators save time and avoid lost paperwork. The process is easier for both staff and patients.
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Formstack helped C2 Call Center and Crossroads Hospice collect healthcare data faster. Nurses needed quick, secure access to patient records... in the field. The team switched from paper and spreadsheets to Formstack’s HIPAA compliant online forms. This made it easier for call center staff and nurses to share and update patient information. Productivity for triage nurses improved with the new workflow.
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Formstack helped AdventHealth recover from a data breach by providing secure, HIPAA compliant online forms. After a zero-day vulnerability exposed... patient data, AdventHealth needed a fast, safe replacement. The team used Formstack’s drag-and-drop form builder to quickly deploy over 400 secure forms. This solution supported their rebrand and improved data security. AdventHealth now protects patient information and maintains high-quality care.
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Formstack helped LoveYourBrain automate course registration for its yoga program. The nonprofit replaced manual Google forms and spreadsheets with Formstack... integrated with Salesforce. This change cut manual work and enabled automated eligibility screening and email communications. LoveYourBrain increased program offerings by 140% in one quarter. The new system expanded their reach to 19 states and 3 Canadian provinces, processing nearly 1,000 enrollments.
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Formstack and Salesforce helped Red Tab Foundation save over $20,000 per year by consolidating software tools. The nonprofit automated data... flows for fundraising and program management, reducing manual work and errors. Their call center processed over 750 requests more efficiently with new online forms. Event registration became easier, leading to a 27% increase in attendees and $22,000 raised. Staff gained better insights into donor and grantee relationships.
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Formstack helped the NJCAA automate student-athlete data entry and membership processes. The NJCAA moved from manual, paper-based workflows to digital... forms and e-signatures using Forms for Salesforce. In one year, they processed over 170,000 documents, up from 70,000 scholarships previously handled on paper. Member colleges now have their own sub-accounts to manage documents and signatures. The NJCAA saw improved data accuracy, faster processing, and positive feedback from users.
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Formstack helped the Institute for Community Alliances collect confidential government data across 14 states. ICA used Forms, Documents, and Sign... to build secure workflows for over 4,000 users. The platform replaced multiple apps, saving money and improving security. ICA built user-friendly forms with conditional logic. Departments now rely on Formstack for data collection, document signing, and audit documentation.
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Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew used Forms, Documents, and... Sign to build nonprofit workflows. The platform saved the finance team 40 minutes per credit card application. SU Australia merged seven entities into one system. Event management, payment processing, and volunteer waivers now run through Formstack.
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Formstack helped SU Australia manage workflows for 8,500 volunteers and 500 events each year. The platform replaced paper forms, spreadsheets,... and disconnected tools with a single system. SU Australia saved 40 minutes per credit card application using Forms, Documents, and Sign. Event registrations, payments, and volunteer waivers are now streamlined. The team spends less time on admin and more time supporting their mission.
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Formstack helped YMCA of Delaware automate contract workflows and save $50,000. They use Formstack Forms, Documents, and Sign across 10... locations. The platform integrates with Salesforce to manage membership and childcare contracts. Staff save hundreds of hours with automated processes. Formstack's easy tools support HIPAA compliance and improve customer experience.
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Formstack helped WCG Inc. replace slow, inflexible PDFs with secure online forms. The firm needed to collect sensitive client data... like social security numbers and banking details. Formstack's encrypted forms and drag-and-drop builder made this easy and safe. With help from Formstack’s professional services, WCG launched 25 forms quickly. The new process improved security, eliminated paper, and made tax data collection simple for clients.
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Formstack helped Lenderfit speed up its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignatures to replace... manual, paper-based workflows. The integration saved months of development time and cut costs. Lenderfit's clients now manage 10x more loan applications. The platform supports SBA loans, COVID-19 relief, grants, and more. Features like conditional logic and file uploads made workflows easy to build.
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Formstack helped Lenderfit speed up its loan origination process. Lenderfit used Formstack’s online forms, documents, and eSignatures to replace manual,... paper-based workflows. The integration let Lenderfit launch digital loan applications for clients in under three days. Lenderfit’s clients could handle up to 10 times more loan applications. The system was fully integrated in less than six weeks.
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Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a credit union. The new process used Forms,... Documents, and Conditional Logic to show only relevant questions and automate notifications. Loan officers now save one hour per application. Loan processing time dropped from two weeks to a few days. Pre-approvals happen within an hour, and all data is encrypted for security.
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Formstack helped Denamico automate NDA document generation and eSigning for clients. By integrating Formstack with HubSpot, Denamico reduced document creation... time by 40 hours per week. The solution enabled secure, repeatable workflows that support HIPAA compliance. Employees now use easy tools to automate tasks and speed up client engagement. The process improved client experience and freed up time for higher-value work.
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Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a large credit union. The challenge was slow,... in-person loan processing that took up to two weeks. Using Formstack Forms and Documents, they built a secure, digital workflow with conditional logic and automated notifications. The new process saved one hour per loan application, cut processing time from two weeks to a few days, and enabled pre-approvals within an hour. Data encryption improved security for all loan applications.
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