Salesforce forms & surveys that connect to any object
Build powerful Salesforce forms and surveys with drag & drop ease! Automate workflows in any industry or department with web and mobile forms that work online and offline. Push collected data into your standard or custom Salesforce objects to create or update records. Use dynamic prefill to auto-fill forms in real time with existing Salesforce data.
GET IN TOUCHDigitize and automate a variety of use cases with Salesforce forms
- Lead generation - Collect new leads from anywhere on the web and push them automatically into Salesforce.
- Client management - Manage accounts, opportunities, contacts and any other objects, in office or on-the-go. Use dynamic prefill to view and update existing data.
- User engagement - Send customized feedback surveys or allow your clients to review their data, files or orders.
- Case management - Capture new cases, update existing ones and keep everybody in the loop.
- Document generation - Generate custom PDF applications, contracts or invoices. Receive file uploads and attachments.
- Community forms - Publish forms inside your Salesforce community and personalize them with members' data.
- And much more! Free trial available in the AppExchange.
Automate workflows with powerful Salesforce forms
Easy to use, drag & drop form builder
Building your forms and integrating them with Salesforce requires no coding skills. Enjoy an intuitive experience and build beautiful forms and surveys.
Web-to-Anything: Capture data into any object
Collect data easily. All forms can automatically create or update records inside any of your Salesforce objects, standard and custom.
Dynamic prefill: Intelligent use of your data
Auto-fill forms through custom links or in real time, as the user types. Save precious time and improve accuracy in different business situations.
Offline forms: Efficiency without constraints
Our Android and iOS mobile apps enable users to collect data offline and to automatically sync it with Salesforce when they get back online.
Object Mapping and Dynamic Prefill
Your Salesforce forms can both push information into any object and pull existing Salesforce data to prefill fields. The dynamic prefill feature enables automatic customization of forms in real time. One form can communicate simultaneously with any number of records.
Mobile & Offline Forms
The 123FormBuilder mobile & offline applications (available for iOS and Android) are designed for any type of field work, from on-site inspections in remote areas with low connectivity to lead generation at events. Enable field agents to perform their work without constraints.
Advanced Security Protocols
Data collection and delivery with 123FormBuilder are highly secure and reliable. With advanced security features designed to protect data, in transit and at rest, enterprises handling sensitive information can rely on redundant, proactive security layers. HIPAA compliance protocols are also available.