Mobile Form Integrations For Every Business
Integrate your digital forms with your favorite business applications
No matter your business or industry, mobile forms are a powerful resource when working to improve your efficiency, accuracy, and analysis. Connecting your mobile forms to your other critical business apps further streamlines your data capture workflows and processing – allowing data to pass between your mobile forms and business apps in real-time. We’ve listed the integrations any business can leverage to improve their data collection, record-keeping, communication, and analysis.
Smartsheet
The GoFormz-Smartsheet integration can be leveraged to drastically simplify the collection and consolidation of project data. With this integration, users can instantly update and create rows within a Sheet directly from mobile devices – users can even attach form Images, form PDF copies and more. Your mobile forms also provide an effortless means of sanitizing incoming data, meaning form logic ensures data is highly accurate before it reaches Smartsheet.
With the GoFormz-Smartsheet integration, you can generate new forms based on Smartsheet events, establish approval workflows, update multiple Sheets using a single mobile form, and even collect Smartsheet data offline. Click here to learn more about the Smartsheet integration.
Salesforce
Using mobile forms as a front end to your Salesforce enables your team to simultaneously improve efficiency and accuracy. Your mobile forms can be easily equipped with Conditional Logic and dynamic properties, ensuring data is accurate and complete before it is sent to Salesforce. You can even capture new types of data, like Images, Sketches, and GPS. Data is synced between GoFormz and Salesforce in real-time, ensuring your staff is armed with high quality, timely information.
Once a mobile form is completed, it can be instantly stored within corresponding Salesforce records, and collected data can be used to augment Salesforce reports. You can even generate and pre-fill mobile forms with Salesforce data.
Google Drive
Seamlessly upload completed mobile forms and captured images to corresponding Google Drive folders. Using GoFormz to complete mobile forms, your final documents can be instantly stored in Google Drive folders, along with captured images – significantly simplifying the documentation of job sites and projects, and eliminating the need to use cumbersome cameras on the job.
Quickbooks
The GoFormz-Quickbooks integration enables teams to automatically generate invoices and estimates upon form completion – accelerating billing and modernizing customer-facing interactions. Your Quickbooks data can be referenced by GoFormz mobile forms and used to instantly fill relevant fields. This powerful integration can also create new customer records based on data entered into a GoFormz mobile form.
Microsoft Office 365
With the GoFormz-Microsoft Office 365 integration, users can dynamically route completed mobile forms to corresponding OneDrive folders. Images can also be directly routed to corresponding OneDrive folders.
Data collected within GoFormz mobile forms can even be used to instantly update and add data to Excel spreadsheet cells. Additionally, collected data can be applied to Power BI reports, allowing your team to visualize data collections instantly.
Box
With the GoFormz-Box integration, instantly upload completed forms and reports to corresponding Box folders. Leveraging this seamless integration, teams can effortlessly simplify record-keeping and access their mobile documents anywhere.
If you are interested in leveraging any of these GoFormz integrations, please contact your account manager or our support team.
To explore our full collection of integrations check out our overview page. To learn more about leveraging mobile form integrations within your daily workflows, check out how your team can use mobile forms as a front end to your systems of record (like Quickbooks, ServiceMax, Salesforce, and more).
