Formstack enterprise guide

Push Formstack submissions to Google Sheets

Formstack is an enterprise form platform with document generation and HIPAA compliance. Add LeadToSheet to capture every embedded Formstack text-based submission with marketing attribution in Google Sheets.

CMS: Embed

Formstack serves enterprise teams with advanced features like document generation, A/B testing, and HIPAA/PCI compliance. Its forms can be embedded via JavaScript or iframe on any website. LeadToSheet captures text-based form fields and adds UTM parameters, referrer data, and device context that Formstack's own reporting does not surface, giving marketing teams a spreadsheet-native view of lead attribution alongside form responses.

Implementation checklist

  1. 1

    Add the LeadToSheet SDK to your embed page

    Place the script tag on the page where your Formstack form is embedded. Formstack's JS embed renders the form in the page DOM, enabling native capture by LeadToSheet.

    LeadToSheet snippet

    <script>(function(w,d,s,u,k,e){if(w.__formsync){return}w.__formsync={q:[],k:k,endpoint:e};var js=d.createElement(s);js.src=u;js.async=1;js.onload=function(){w.__formsync.init&&w.__formsync.init({ clientKey:k })};d.head.appendChild(js);})(window,document,'script','https://www.leadtosheet.com/sdk.min.js','YOUR_CLIENT_KEY','https://www.leadtosheet.com/api/ingest');</script>
  2. 2

    Use the JavaScript embed for native capture

    Formstack provides both iframe and JavaScript embed codes. The JavaScript embed renders form fields directly in your page DOM, which lets LeadToSheet detect and capture submissions without cross-origin limitations.

    Tip: Find the JS embed code in Formstack under Publish > Embed > JavaScript. Copy both the noscript fallback and the script tag.

  3. 3

    Run an A/B test submission to verify both variants

    If you use Formstack's A/B testing, submit test entries through each variant. If Formstack renders the variant identifier as a visible form field, LeadToSheet captures it. Otherwise, pair your sheet data with Formstack's built-in A/B analytics.

Customization ideas

  • Capture document generation metadata

    Formstack can generate documents from form submissions. Use Apps Script in your Google Sheet to append the document download URL to the row once Formstack's document generation webhook fires.

  • Track A/B test performance across channels

    When running Formstack A/B tests, LeadToSheet captures visible form fields alongside UTM data. Variant IDs are only captured if rendered as visible form fields.. Pair these to analyze which marketing channels produce the best conversion rates for each form variant.

  • Segment by A/B test variant in Sheets

    Formstack's A/B testing assigns users to form variants. If the variant ID is rendered as a visible form field, LeadToSheet captures it. Otherwise, use Formstack's analytics to correlate variants with your sheet data.

Troubleshooting

  • JavaScript embed form not detected

    Formstack's JS embed loads the form asynchronously after page render. Ensure the LeadToSheet SDK is loaded before or alongside the Formstack script so it can observe DOM mutations. If the form still is not captured, ensure the SDK script tag loads after the Formstack embed script. Move the LeadToSheet snippet below the Formstack embed code in your page HTML.

  • Iframe embed cross-origin capture

    If you use the Formstack iframe embed, LeadToSheet cannot access form fields due to cross-origin restrictions. Switch to the JS embed, or configure Formstack's webhook integration (Settings > Integrations > Webhooks) to POST to your LeadToSheet webhook endpoint.

  • HIPAA forms require additional configuration

    For HIPAA-compliant forms, ensure your Google Sheet and Google Workspace account meet BAA requirements. LeadToSheet does not store PHI on its servers. Data flows directly to your designated Google Sheet, but your Sheets environment must also be HIPAA-ready.

Frequently asked questions

Can LeadToSheet capture Formstack A/B test data?
When using the JS embed, LeadToSheet captures form fields rendered in the DOM, including the test variant if it is rendered as a visible form field. Variant IDs assigned server-side are not captured unless exposed as visible form elements. You can filter and compare variants directly in Google Sheets.
Does this work with Formstack's workflow automation?
LeadToSheet operates independently of Formstack's internal workflows. Your approval chains, routing rules, and notification emails continue to function normally while LeadToSheet writes a parallel copy to Google Sheets.
Is Formstack's PCI compliance affected?
LeadToSheet captures the form fields rendered in the browser DOM. Sensitive payment card fields processed by Formstack's PCI-compliant payment processor are tokenized before they reach the DOM, so raw card numbers are never exposed to LeadToSheet.