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Formstack Sync

Optimize sales with a bi-directional data sync.

Get the information you need from marketing without delay so your sales reps can engage prospects and customers successfully.

Sales

Give your sales team more data visibility.

Automate data

Automate your data processes.

Establish a bi-directional sales data sync between your CRM and marketing automation systems to get more accurate, consistent data on prospects and customers. Your data will sync back and forth automatically so your reps don't have to spend time searching for information.

Unify data

Unify data across applications.

Break down data silos and improve collaboration with your marketing team to increase the effectiveness of your outreach. Mapping objects between apps will improve data quality, give your team better insights, and let you add prospects to the right nurture campaigns automatically.

Fuel customer sales

Fuel sales with accurate data.

Set rules that control the behavior of your bi-directional sync on a per-field basis. Unique identifiers pair and de-dupe data records across systems so your sales reps always have the most up-to-date information available when communicating with leads and customers.

Online sales Sales team member

Level up your sales automation.

Better align your efforts with sales.
Deliver qualified leads

Receive leads from marketing without friction. No manual searching needed!

Better context

Collaborate with marketing to get clearer context on your leads and prospects.

Feed CRM data

Automatically pull data from your CRM for easier segmentation and nurturing.

Opportunity data

Create an automated feed of opportunity data for better closed-loop reporting.

Sushee Perumal, CEO of MaxSold

“Formstack Sync powers our integrated sales and marketing process with an automated cloud data sync that our teams trust.”

Sushee Perumal
CEO of MaxSold

Use standardized connectors to sync your sales data.

Automate your data processes.
Establish a bi-directional sales data sync with help from our onboarding specialists. Contact our team now to get started!