3 GoFormz Integrations to Automate Manual Daily Work
Leverage these three GoFormz integrations for powerful data entry automation
Digital automation is a critical asset to any business processing data. Pairing your digital forms app with seamless automation tools allows users the ability to extract and collect data in real-time, and garner actionable insights from that data. GoFormz is your one-stop-shop for all things automation, empowering your business to eliminate time-consuming manual daily work while maintaining a high level of quality and accuracy.
GoFormz has the ability to integrate with other business applications to enrich your systems with real-time data. You can leverage our collection of existing turnkey integrations or build one of your own using the GoFormz API. Leveraging integrations allow users to establish a constant current of real-time data by passing collected data between GoFormz and your connected system. This ability eliminates not only administrative burdens that require rekeying information but also expedites data processing across collaborating departments.
While any integration with GoFormz is powerful for your business, these three specific integrations are being used the most by our current clients, resulting in incredible improvements to their day-to-day operations.
Salesforce Integration
The GoFormz-Salesforce integration is used to instantly update Salesforce objects with completed mobile forms and captured data. Not only can you instantly update or create new Salesforce records with form data but you can also automatically dispatch forms pre-filled with Salesforce data to teams in the field. Güntner, a global manufacturer and current GoFormz user, leverage the Salesforce integration to do just that!
“GoFormz makes it easy for our service teams. All they need to do is capture a few necessary fields on the job site, versus needing to capture everything that Salesforce has already populated.”
Leveraging the Salesforce integration, back-office teams automatically dispatch digital forms pre-populated with customer and equipment information to Güntner service providers in the field. When an installation or repair is completed, service teams will then enter what work was done, collect a customer signature, and submit the form from their tablets in the field. This integration not only improved professionalism but also eliminated the need for cumbersome, manual daily work.
Box Integration
The GoFormz-Box integration is used to automatically store completed mobile forms in specific Box folders. Automate your daily manual work by eliminating physical storage and reducing administrative demands by leveraging this integration – saving drastic amounts of time and money. By storing your digital forms in the Cloud, your team no longer needs to wait for scanned, faxed, or hand-delivered forms – they are accessible in real-time! A current GoFormz user, Municipal Well & Pump, leverages this integration to streamline record-keeping and eliminate manual work.
Prior to the integration, Municipal Well & Pump was relying mainly on paper forms, which led to illegible and missing critical data, forcing back-office teams to manually search for specific pieces of old data within old documents. Leveraging the Box integration and digitizing their paper documents with GoFormz, Municipal Well & Pump has not only saved $40-50k a year but also has access to data in real-time which has allowed their teams to respond faster to leads.
Procore Integration
The GoFormz-Procore integration is used to streamline field data capture and processing for construction projects. Connecting GoFormz to Procore empowers teams to use mobile forms that look exactly like existing paper forms as a digital front-end to Procore data capture and processing. Balmain & Co, a current GoFormz user, leverage this integration capability to streamline their post-construction workflow – resulting in a seamless movement of data between GoFormz online forms and Procore.
Prior to GoFormz and this integration, Balmain & Co. were faced with challenges surrounding the management of information coming in from various sources and delivery methods, which resulted in a lack of efficiency when it came to sorting and addressing resident needs. By leveraging the GoFormz-Procore integration, they were able to optimize their workflow from the initial submission through to rectification and completion. This ability not only increased operational visibility for management but also improved customer service and communication.
To learn more about our online form builder and how our integration capabilities can help your operation with document processing, check out our integrations and get started today!
