Formstack Admin

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Latest activity by Formstack Admin
  • Formstack Admin created an article,

    Consulting Service Packages

    Formstack Sync's Consulting packages are designed for individuals that need more guidance and personal consultation when working to advance their own goals and to increase their business’s success ...

  • Formstack Admin created an article,

    Integration Setup Guide: Formstack + MS Dynamics

    This guide will show you how to set up the Formstack + MS Dynamics integration.  If you don't have an account yet, or if you'd simply like to learn more, check out our webpage about the Formstack +...

  • Formstack Admin created an article,

    How To - Creating a Company in Netsuite when Default Lead Type is Set to Company

    Company Name Required to Create New Leads and Contacts in NetSuite As outlined in this help article on what data can be synced in Formstack Sync, when you have the default setting for Lead Type set...

  • Formstack Admin created an article,

    Filter ConnectWise Contacts To Sync Based on Company Fields

    As outlined in our Workflow Guide, fields are used to sync records must be based on fields that live on those records directly.  This often can lead to issues within CRM systems where Contacts a...

  • Formstack Admin created an article,

    Integration Setup Guide: Formstack + NetSuite

    This guide will show you how to set up the Formstack + NetSuite integration.  If you don't have an account yet, or if you'd simply like to learn more, check out our webpage about the Formstack + ...

  • Formstack Admin created an article,

    Integration Setup Guide: Formstack + Marketo

    This guide will show you how to set up the Formstack + Marketo integration.  If you don't have an account yet, or if you'd simply like to learn more, check out our webpage about the Formstack + Mar...

  • Formstack Admin created an article,

    Popular HubSpot Marketing Insight Fields to Map to Your CRM

    Most HubSpot customers syncing leads to their CRM system want to ensure that their sales teams have key visibility into the latest marketing activities for the records that are coming over from Hub...

  • Formstack Admin created an article,

    Auto-Generate Your Mappings

    Most commonly Objects that you'll be mapping in Formstack Sync are the Contact-type objects. Formstack Sync also works with many other object types such as Opportunity(Deals) and Company.  The easi...

  • Formstack Admin created an article,

    Dynamics 2016 Connector Settings (On-Premise)

    NOTE: If you are on Version 9.0 of Dynamics, you must install the Dynamics V9 Connector found in the Formstack Sync Connector drop down. Refer to this help article on how to install this version. ...

  • Formstack Admin created an article,

    NetSuite Connector Installation

    Steps to Install NetSuite Connector Follow the steps below to install the NetSuite Connector in your Formstack Sync portal. Step 1: Install Formstack Sync Bundle. Before connecting Formstack Sync...