Cognito Forms Salesforce Integration and Why Titan Stands Out

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Feb 6th, 2024

If you are looking for a no-code form-building solution to complement your organization’s digitization journey then you have come to the right place! In this article, we take a deep dive into a Cognito Salesforce integration, including a review of its pros and cons, and its ability to integrate with Salesforce. We also take a look at Cognito Forms’ security capabilities and finally see if there are any leading alternatives.

Cognito Forms Review

So what are Cognito Forms? Cognito Forms is an online form builder that requires zero code. Using this tool, you can create a wide variety of web forms for your business. You can use Cognito Forms for more efficient data collection, more streamlined workflows, and better data management. Founded in 2012, Cognito Forms has been around for over a decade, and in that time has built a solid reputation. But with so many quality form builders on the market, what, if anything sets Cognito Forms apart? Here we review its tops pros and cons:

Pros of Cognito Forms

Drag-and-drop tools mean you don’t need any coding knowledge to build web forms for your business. Cognito Forms’ easy-to-understand user interface is a dream if you want to get up and running quickly without having to spend time and resources on custom development.

Cognito Forms are also dynamic, which means you can make use of conditional logic to guide the user through the experience of filling in your form. For example, you can opt for specific questions and fields to only be visible based on a respondent’s personal details and preferences. This has the effect of tailoring the process to suit individual needs and it makes your forms more engaging.

Digital data management is possible with Cognito Forms, which has its own database. This is not a bad place to start if you are thinking of getting off paper and digitizing your data management.

Seamless workflows are possible with Cognito Forms. This software has decent automation capabilities for your workflows so you can set up approvals and notifications to suit your business requirements.

Cognito Forms also has the ability to integrate with many of your favorite third-party tools and apps. We will talk more about this a little later in the article.

Cons of Cognito Forms

Even though Cognito Forms strongly markets its free plan on its website, the truth is the free plan is extremely limited and has a very restricted set of features and functionalities.

Cognito Forms’ advanced features are not always easy to set up or use. So even though this is a no-code tool, it still might require time and effort to learn if you want to make use of some of its best features.

The options to style and customize the look and feel of your form are limited. Other form builders have the edge in this department!

Reporting is somewhat simplistic and Cognito Forms does not offer robust analytics. So depending on the needs of your business, this might not be the right tool.

Recent Cognito Forms reviews have reported that this platform lacks flexibility and have said that it is somewhat dated.

Is Cognito Forms Safe?

The short answer is that a Cognito Forms Salesforce integration is relatively safe. The tool is compliant with many of the leading frameworks such as HIPAA, GDPR, and CCPA. It also has PCI-compliant payments and adheres to ADA in terms of accessibility. The major problem you will run into with security and Cognito Forms for Salesforce integration is when you want to integrate with a third-party. Cognito uses Zapier, for example, to connect with many leading apps such as Salesforce. This means your data will be transmitted through a third-party (neither your own organization nor Cognito Forms). It is up to you to investigate how secure this is in every given instance.

Is Cognito Forms HIPAA Compliant?

Yes, Cognito Forms is HIPAA Compliant.

Cognito Forms Pricing

You can expect to pay between $90 and $1090 per month for Cognito Forms product depending on the bundle you choose.

Cognito Forms Integrations

Now that we have taken a look at some of Cognito Forms’ biggest pros and cons, let’s take a closer look at its integration capabilities. This tool works with several third-party apps and tools so that you can use your preferred solutions when it comes to making payments, managing data, emails, and much more. Here is a list of some of Cognito Forms’ top integrations:

PayPal

Stripe

Cognito forms Google Sheets integration

Zapier

Excel

Box

Salesforce

Types of Integration in Salesforce: Which one does Cognito Forms Use?

Before looking at the Cognito Forms Salesforce integration, let’s explore different types of Salesforce integrations. There are many different ways that you can integrate with Salesforce, this includes REST API integration, SOAP API integration. Bulk API integration, and Streaming API integration. These different types of API integration all enable you to connect with Salesforce in ways that suit your business needs, for example, Bulk API integration enables you to work with a larger volume of data whereas REST API integration complements JSON and XML. One issue with using an API to integrate with Salesforce is that you almost always need to draw on custom development to do so. Make sure you have the resources for this task!

Other methods of integrating with Salesforce are Outbound messaging, Apex Callout, and making use of Integration Platforms. Cognito Forms has chosen to use the integration platform Zapier to integrate with Salesforce. This makes it easier to connect Cognito to Salesforce without having to rely on development or having to write complex code.

Types of Salesforce Tools you can use with Cognito Forms

Using Zapier, Cognito Forms can make use of several Salesforce tools and features. This includes being able to set triggers and actions to set up fluent and automated Salesforce workflows. With Zapier Cognito Forms integration you can:

Create leads in Salesforce based on data in your Cognito Forms

Create Salesforce contacts based on forms data

Update records in Salesforce

The problem with the Cognito Salesforce Form integration is that because it is not direct, it is somewhat limited. So here are some of the major issues:

Zapier + Cognito lacks the ability to handle all custom use cases and advanced workflows

No real-time integration so you might struggle to address events in live time

Security may be compromised by sending data through a third-party (Zapier)

Cognito is fully reliant on Zapier so if Zapier runs into any problems, your form will be unable to connect with Salesforce

If you need to draw on Zapier extensively, this can ramp up costs

In summary, the Cognito Forms Salesforce integration comes with multiple roadblocks and constraints. Only choose this option if you want to make use of basic Salesforce tools. But luckily, there are plenty of powerful Cognito Forms alternatives.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.