A Form Builder for Salesforce | Optimize Workflow Processes

One way to optimize workflow processes for Salesforce is by automatically collecting data with online forms. Creating online forms for Salesforce takes time and coding knowledge, as you would want your online forms to have the exact look and feel that meets your needs. Additionally, your customers need the web forms to be engaging if you want them filled out and submitted to your Salesforce platform.

If you successfully integrate a form builder with Salesforce to collect your customer responses in real time, all that’s left for you to do in your super fast workflow process is analyze data and report on your findings.

Form Builder Software

Are you ready to look for a form builder that integrates into Salesforce? If you answered yes, you might be interested in learning more about the top form builders online that can improve your current workflow processes, create online forms, and sync data to Salesforce.

Three form builder tools stand out in creating forms that collect data for your CRM platform. Take a look with me.

1. Salesforce Forms

Start your search here since you already use Salesforce to manage your customer relationship data. Salesforce provides Salesforce Forms as a form builder. The powerful tool integrates with Salesforce easily and lets you create forms. These forms can be embedded in your Salesforce environment to collect customer data.

You can easily find Salesforce Forms on the AppExchange marketplace.

2. Formstack

If you would prefer to use a third-party form builder application to optimize your workflows, Formstack is a great option. One, it’s popular, and two, this form builder integrates directly with Salesforce. Also, Formstack’s form builder is easy to use as it has a drag-and-drop user interface for customizing form templates.

Formstack also offers automation options for your workflows. You could set up your automation so that when respondents submit forms, they go directly to Salesforce to be stored as leads, contacts, or custom objects.

Titan Forms

Another solid option for automating your workflows in Salesforce is Titan Forms. I prefer and use Titan’s form builder for websites as I often need to create custom forms to collect customer data. Titan can also pre-fill forms with data from Salesforce, has conditional logic capabilities, and automates workflow processes with an easy-to-use drag-and-drop form builder. What I like most about Titan Forms, though, is that it works with any object and provides real-time Salesforce integration.

Web Form Builder Features

Ultimately, the form builder you choose to integrate with Salesforce will depend on your specific project needs, budget, and team skills.

However, please see the features below that you will need from a web form builder that will help you automate workflow processes:

• A drag-and-drop builder to quickly create online forms without technical knowledge.
• A form builder that can let you add text fields, checkboxes, radio buttons, and other engaging elements to your form.
• Provide customization options to transform the appearance of the form to match your art, branding, or existing website’s style.
• Supports the use of conditional logic in forms so that you can show or hide fields based on a user’s response. This feature helps streamline the questions on forms so that you collect accurate data, and form submitters get to ignore unrelated questions and submit data faster.
• Provide tools that add data validation rules on questions.
• A way to create multi-page forms for long and complex questionnaires.
• Support the access and use of forms on various devices like smartphones, tablets, and laptops.
• Must have security features to protect collected data, such as SSL encryption and CAPTCHA. The form builder should also consider compliance with GDPR and CCPA.
• Integrate with other applications, tools, and services like payment gateways or marketing platforms in your workflows.
• A seamless integration with Salesforce so that you can automatically collect data and store them as objects.

Some important Features are:

• Provide mapping functionality so that your form fields are mapped to Salesforce fields. This is an important feature to ensure that data is transferred to the correct place.
• Provide you with options to sync Salesforce data in real-time for access to the latest information 24/7.
• Provide you with options to pre-fill web forms with customer data that is stored in your Salesforce platform.
• Has features that can automatically send notifications to form owners when a form has been submitted.
• Provide settings that can help with configuring roles and permissions to control who can access and work with your forms.
• Provide robust data analysis and reporting tools to measure conversion rates of leads, form submission times from customers, and overall user data.
• Have A/B testing capabilities so that you can test and optimize web forms.
• Have a trusted API for automating and customizing workflows in your business.
• Provide custom automation tools to create actions during form submissions.
• Provide an ability to save your data so that you can recover lost or deleted forms that were previously submitted.
• Access to a knowledge base or training material to teach users how to use the form builder software effectively.

Online Form Builder | Form Types

Now that you know what you need to make online forms, what types can you build with this powerful tool?

Contact Forms

First up has got to be contact forms. These online forms are used to collect contact information from leads, customers, or anyone online who comes across your content. Contact forms will contain fields requesting names, email addresses, phone numbers, and other details to let you get hold of the user.

Lead Capture Forms

These types of online forms capture data from leads. Just to remind you, leads are also known as prospects or potential customers. Lead capture forms are used to monitor leads who show interest in the products and services of a business. The data captured by these forms can be tracked throughout the sales process in Salesforce with an appropriate form builder.

Web-to-Lead Forms

Salesforce lets you embed Web-to-Lead forms on a website. The benefit of these forms is that when submitted by a user on your website, the data is pushed to Salesforce, and a new lead record is created automatically. This feature saves you lots of manual data entry tasks.

Conclusion

To really optimize your workflows related to collecting and managing customer data, I can recommend investing in a Salesforce form builder tool. There are many solutions available; be discerning and remember to choose one that has a simple interface with drag-and-drop capabilities so that you don’t have to use code.

And you can take your workflow processes one step further with automation. Salesforce and other third-party applications provide automation tools, so make sure you find one that can create records, send alerts, and trigger workflows.

Good Luck!