What Makes Formstack Sync Different?

Written by Lacey Jackson on December 19, 2019

Posted in Workflow Automation

Today’s business world runs on software.

If you have a problem, there’s always a tool out there to help you fix it. We have apps to manage customers, marketing emails, sales opportunities, and more. These systems house the data that keeps organizations successful. But what happens when these systems can’t communicate?

What are data silos?

Data that is only accessible within small teams or departments across your organization exists in what is called a data silo. Information housed in data silos can’t be used to identify trends or inform an organization’s larger goals. The bottom line is data that isn’t accessible to the people who need it isn’t useful. Departments often inadvertently create data silos by using systems that can’t communicate with each other. Ultimately, this means that no one within the organization has a complete picture of any data set, which results in poor communication to staff and customers as well as avoidable errors.

Is Formstack Sync the right fit for your organization?

If your business has critical data spread out across multiple systems, such as a marketing automation software and a customer relationship manager (CRM), you may need a data synchronization tool. But not all data sync tools are the same. To identify the tool you need, your organization needs to first decide how to deal with data silos. Should some systems be eliminated in favor of a single, unified system, or are all of your systems necessary and performing a distinct function? If you decide you want to retain your systems and have them share data back and forth, you need a bi-directional data sync tool—integration software that lets businesses share vital information between systems.

Learn More: Check out this blog post to learn more about the benefits of bi-directional data sync.

When should you choose Formstack Sync?

Formstack Sync differs from other sync tools for two reasons. First, Formstack Sync lets you share data bi-directionally between systems. Second, most bi-directional sync tools only let users sync Leads/Contacts. Formstack Sync uses multi-object sync sets to make sure your organization has the most accurate data in your systems. We’ve built this chart to show you how Formstack Sync compares to other popular data sync tools like Microsoft Dynamics, NetSuite, and ConnectWise.

data synchronization tools compared

With Formstack Sync, you don’t need to spend hours coding or building integrations. Simply select the systems you’d like to connect using our connector library. We use a simple, three-step onboarding process to help you get started.

Step One: Kickoff
Meet with our team to receive account setup support and a data modeling consultation to maximize efficiency of mappings and workflows.

Step Two: Mapping and Workflow Build-Out
We will then use a custom data model to build and test mappings and workflows. This work is done offline by our team.

Step Three: Connector Delivery
Our team will walk you through the build-out before testing and submitting the end-to-end solution.

Bidirectionally syncing your data will help you save time, reduce manual data entry errors, and modernize your organization. If you’re ready to transform the way you manage data, Formstack Sync is here to help. Contact our sales team to learn how Formstack Sync could support your business.