Microsoft Forms and Salesforce Integration
Hawk-eye editor with a passion for trailblazing Salesforce experiences
Microsoft Forms is a useful and intuitive form-building solution offered by the software giant. Using a Microsoft Forms Salesforce integration you can create forms and surveys quickly to distribute to your teams, stakeholders, and clients. In this article, we take a look at some of Microsoft Forms’ top features, as well as check out its ability to integrate with Salesforce, the world’s leading CRM. Read on to learn more.
Microsoft Forms Cost and Features
We assume that you have come to this page because you are interested in purchasing a stellar form builder for your business. Microsoft Forms is a valid contender but how much does it cost and what are its stand-out features? There is a version of Microsoft Forms which you can access 100% free of charge, simply by setting up a Microsoft account. While this version of Forms certainly has some useful functionalities, namely intuitive analytics and reporting, it is essentially built for personal use and small businesses and has neither the flexibility nor scalability to cope with the demands of a medium to large-scale enterprise.
The paid version of Microsoft Forms offers more robust functionalities and is better suited to the demands of a pressurized business environment. And one of the first things to know about the paid version is that you can’t purchase it as a standalone product. Instead, Forms is included in your Microsoft account or package. You will need to have a Microsoft 365 enterprise plan or a Microsoft 365 Business premium plan. At the time of writing, the costs for the Business Premium plan are $22 a month per user while the enterprise plans range between $7- $56 per month per user (depending on the package you choose). The paid version of Microsoft Forms has the following features:
Does Microsoft Provide a Form Builder for Salesforce?
If you are already running your business with the #1 CRM, you will know that Salesforce is the best place to centralize your data, automate your workflows, and get personalized views of every customer, vendor, partner, and employee. And so you will probably be looking for a form builder that integrates seamlessly with Salesforce. This would mean that all information you collect via forms could be synced with the rest of your business processes. Unfortunately, Microsoft Forms does not provide a form builder specifically for Salesforce, and nor does this product integrate with Salesforce directly. So what are your Microsoft Forms Salesforce integration options if you are looking for all the power of the CRM combined with Microsoft’s form-building solution?
Salesforce Form Integration for Microsoft
You have a few options when trying to come up with an effective solution for a Microsoft Forms Salesforce integration. One is to make use of an integration platform like Zapier or Microsoft’s own Power Automate to create custom workflows and share data between the Microsoft Forms Salesforce integration. This enables you to create a Salesforce contact, lead, or object from Microsoft Forms. A big con of this solution is that your data won’t necessarily be shared in real-time so you won’t always be able to act as quickly and efficiently as you might like. Another option is using Microsoft Power Apps to integrate with Salesforce. This is achieved by using a Salesforce connector feature. Unfortunately, this Microsoft Forms Salesforce integration option allows limited customization and does not function well when faced with complex or large amounts of data. You can also shop on the Salesforce AppExchange for a worthwhile external tool to connect Microsoft and Salesforce.
Salesforce Forms/ Microsoft Forms API
A final option for your Microsoft Forms Salesforce integration is to make use of Salesforce APIs for example REST. This has the definite advantage of allowing customization but it does require that you have some knowledge of code to implement. And if you are not able to develop these APIs in-house, then you will need to invest time and money in custom development.
An Alternative to Microsoft Forms for Salesforce
If you are looking for a flexible and fully scalable alternative to Microsoft Forms then look no further than Titan Forms for Salesforce. Our form-building software is designed to seamlessly integrate with Salesforce so that you can get bi-directional data in real-time to make informed business decisions in the blink of an eye. The top features of Titan’s Salesforce Forms include:
It is worth mentioning, that Titan Forms may not be advanced enough to cater to certain custom or complex use cases. In this case, you can also create more complex web forms using Titan Web for Salesforce. This option offers all the functionalities of Titan Forms but with advanced features for more extensive business needs. Check out some of the amazing offerings of Titan Web’s Forms:
If you are interested in Titan Forms or Titan Web, simply reach out today to schedule a demo. Our knowledgeable support team is here to support you every step of the way. Titan is a complete end-to-end digital experience platform for Salesforce. Our aim is to extend the Salesforce platform and make it usable for absolutely anyone! No coding knowledge required!
Read more about our forms and Salesforce integration. We have Salesforce forms for any use case, so make sure to contact us for more information!
We hope to see you soon!
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.
