Flow XO Integration

Seamlessly generate business documents with data from your Flow XO account.

Integration Overview

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Build custom, automated document workflows

With Formstack Documents, you can instantly import lead information from Flow XO into sales documents.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Automate Documents

Turn leads into customers with personalized sales documents such as proposals, presentations, and more.


Map Data

Save time and eliminate manual data entry by mapping lead information to fields in your document templates. 


Deliver Anywhere

Quickly deliver documents to leads by email or other third-party integrations after a chat.


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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

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