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The Leading Salesforce Forms Options on the Market!

9 min read
Salesforce Scribe
Emily Anderson

Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.

Updated: Aug 1st, 2023

Join the Salesforce Forms Nation

Salesforce forms are great resources for your business. They enable you to retrieve information fast from online customers while you have their attention. Creating intuitive designs that are attractive to engage with customers for data collection is only the first task of forms. Their second pivotal job is to send the customer data to platforms like Salesforce to be examined, tracked, and even stored.

Join us as we take a look at the leading apps that offer modern design layouts that are incredibly appealing. We found the best salesforce dynamic web form apps that give your business access to:

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text fields
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checkboxes
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radio buttons
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and many other elements!

Keep reading till the end to find out which app is our favorite in the market!

Salesforce Dynamic Forms are Everywhere

Every business across all industries need online forms to collect customer data consistently for storage and analysis. However, forms are not just limited to customers and can also be used to gather information from employees, employers, job applicants, online visitors, and suppliers, for example.

Salesforce forms are versatile and can be used in the following ways to create business opportunities for data collection:

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Signup a customer to a website
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Allow customers to provide feedback
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Allow customers to make online orders
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Allow customers to make payments

Keep on reading to find out about the latest applications that integrate with Salesforce and are capable of transforming the way you gather information for your business. Also, watch out for our favorite app revealed at the end of this article, and let us know if you agree with our verdict :slight_smile:

Salesforce AppExchange Store

A great place to start looking for an application that works with Salesforce is the Salesforce AppExchange store.

However, not all applications are made equal and finding one that works well for your business can be intimidating. Let us put your mind at ease as we have done some research already!

Salesforce AppExchange Store
Salesforce AppExchange Store

FormAssembly for Salesforce

First up on the list is FormAssembly, which gathers data securely for more than five thousand organizations with some noteworthy companies in their portfolio! Integrating well into Salesforce, FormAssembly offers businesses the opportunity to create web forms that collect data from respondents which is then pushed to Salesforce to update records. learn more about Salesforce dynamic forms

Nevertheless, do they meet your business requirements? Here are the advantages and disadvantages of using FormAssembly:

Pros

salesforce forms plus
Ability to pre-fill forms with Salesforce
salesforce forms plus
Integrates well with Salesforce objects
salesforce forms plus
Create intuitive forms with conditional logic
salesforce forms plus
Drag-and-drop interface
salesforce forms plus
Access to an intuitive no-code workflow builder
salesforce forms plus
Customizable platform
salesforce forms plus
Map data flows for work processes
salesforce forms plus
Includes HIPAA, PCI DSS Level 1 Certification, and others for up-to-date security

Cons

salesforce forms minus
It is expensive compared to other options in the market
salesforce forms minus
You only have access to public forms
salesforce forms minus
There is a limit to the flexibility of the form layout
salesforce forms minus
The app is limited to just form creation and does not support other essential features like document generation and e-signatures.
salesforce forms minus
Updates to the software software are time-consuming
salesforce forms minus
Salesforce integration is not easily manageable across the product
*According to online reviews

Alternative to FormAssembly

Formstack for Salesforce

Formstack website
Formstack

Our next top option as an application for Salesforce forms is Formstack. Servicing over twenty-five thousand organizations and founded in 2006, Formstack provides a platform to manage business workflows and create digital resources such as forms, documents, and signatures.

Are you looking to join their system? Here are a few fors and againsts for using Formstack:

Pros

salesforce forms plus
Create forms for data collection with a drag-and-drop builder
salesforce forms plus
Integrates with Salesforce
salesforce forms plus
Ability to pre-fill forms with Salesforce data
salesforce forms plus
Create intuitive forms with conditional logic
salesforce forms plus
Customize designs of documents
salesforce forms plus
Security features include reCAPTCHA

Cons

salesforce forms minus
You only have access to public forms
salesforce forms minus
The app does not supply multi-step forms for modern designs
salesforce forms minus
The layout stage in form creation has minimal flexibility
salesforce forms minus
Compliant with HIPAA, FedRamp, and FERPA if you are willing to incur very high costs
salesforce forms minus
The user interface is not great
salesforce forms minus
Poor customer service from email support
salesforce forms minus
Search, update, and create functionality is inflexible for users
salesforce forms minus
Coding experience needed for specific tasks
*According to online reviews

Alternative to Formstack

123FormBuilder for Salesforce

123FormBuilder website
123FormBuilder

Making it on to our list from Europe with more than ten years in the industry is 123FormBuilder! Founded in 2008 with thirty-five thousand company subscriptions, it’s no surprise that 123FormBuilder is a trusted application for creating online forms, surveys, quizzes, and even polls.

Take a look at some of the research we have conducted on their opportunities and obstacles:

Pros

salesforce forms plus
Construct forms for data collection
salesforce forms plus
Simple drag-and-drop platform
salesforce forms plus
Create intuitive forms with conditional logic
salesforce forms plus
Provides notifications
salesforce forms plus
Customize forms with themes
salesforce forms plus
Integrates with Salesforce

Cons

salesforce forms minus
Limited integration into Salesforce
salesforce forms minus
Inconsistency of easiness with features across the product
salesforce forms minus
Automation needs some work
salesforce forms minus
Poor customer support
salesforce forms minus
App has bugs that take a while to fix
salesforce forms minus
You only have access to public forms
salesforce forms minus
This app focuses solely on form creation and does not supply extra essential features like document generation
salesforce forms minus
Form creation has limited layouts
*According to online reviews

Alternative to 123FormBuilder

Salesforce Web-To-Lead

We are fond of Salesforce as it makes our businesses grow. One of the ways Salesforce assists in business growth is by providing an option to data capture with online forms!

So without any further interruptions, please welcome Web-To-Lead from Salesforce! This app enhances your digital marketing strategy. How? By offering you an option to add web forms to your website. Visitors can respond on their interests on your products or services on your web forms.

Form responses can then be pushed to Salesforce and stored as new lead records! Does this sound like a solution that meets your business needs? Here are a few pros and cons for choosing Salesforce Web-To-Lead.

Pros

salesforce forms plus
Create web forms with zero code
salesforce forms plus
Automatically generate leads based on responses from online visitors completing your web form
salesforce forms plus
Automatically assign leads to a required user
salesforce forms plus
Import your external leads into Salesforce for a holistic view of customer data
salesforce forms plus
Ensure successful campaign strategies are met by driving your visitors to linked websites

Cons

salesforce forms minus
You can only create lead records
salesforce forms minus
You have a limit of 500 Web-To-Lead requests in a 24 hour time period
salesforce forms minus
Manual data entry into Salesforce is required after you reach your 500 Web-To-Lead requests
salesforce forms minus
You can’t extend Web-To-Lead to other use cases in Salesforce
salesforce forms minus
Look-up fields are not populated
salesforce forms minus
Attachments are not supported
salesforce forms minus
The setup tool is awkward and dated
salesforce forms minus
Errors could occur when setting rules to block duplicate leads
salesforce forms minus
Errors may include data not syncing to Salesforce for lead creation
salesforce forms minus
JavaScript knowledge is needed for field validation
*According to online reviews

Alternative to Salesforce Web-To-Lead

Jotform for Salesforce

Jotform website
Jotform

Operating since 2006, Jotform makes it on to our list as an excellent application for creating forms to collect data. Jotform has been focusing on helping organizations in the world’s nonprofit, educational, small business, and enterprise sectors.

Jotform has fifteen million users and is available in eighteen languages! Here is a breakdown of the pros and cons for using Jotform:

Pros

salesforce forms plus
Forms are editable and customizable
salesforce forms plus
Access to a library of forms
salesforce forms plus
Easy user interface
salesforce forms plus
Integrates with Slack
salesforce forms plus
Tables are easy to comprehend

Cons

salesforce forms minus
You cannot find it on the Salesforce AppExchange store unless you use a 3rd party provider like Zapier to connect with Salesforce
salesforce forms minus
Free version has low capacity limits
salesforce forms minus
The paid version has expensive monthly payment models
salesforce forms minus
You can only create public forms
salesforce forms minus
Essential features like document generation are not provided
salesforce forms minus
Form creation layout is rigid and inflexible
*According to online reviews

Alternative to Jotform

Wufoo for Salesforce

Wufoo website
Wufoo

A bit challenging to find as they were not available on the Salesforce AppExchange at the time of writing this article! Not to worry, we added them to our list, just in case you missed them as a top consideration for creating online Salesforce forms.

Who is Wufoo? Founded in 2006, Wufoo is brought to you by the famous Survey Monkey. Wufoo offers to easily create online forms for all organizations using a cloud-based builder.

Over three million users have put their confidence in Wufoo to create surveys, application forms, and registration forms. Take a look at some of the advantages and drawbacks from online reviews for using Wufoo.

Pros

salesforce forms plus
User-friendly and organized forms
salesforce forms plus
Allows for uploads of templates for faster form creation
salesforce forms plus
Access to a range of question types
salesforce forms plus
Compatible with WordPress
salesforce forms plus
Quick customer support

Cons

salesforce forms minus
You cannot find it on the Salesforce AppExchange store unless using a 3rd party provider like Zapier to connect with Salesforce
salesforce forms minus
Limited design options for forms
salesforce forms minus
The app glitches from time to time when configuring branching logic on questions
salesforce forms minus
Responsiveness is not great
salesforce forms minus
Email confirmation designs are simple
salesforce forms minus
The user interface is outdated
salesforce forms minus
Learning how to add advanced customizations is not easy
salesforce forms minus
Information found on the dashboard is meager
*According to online reviews

Alternative to Wufoo

Google Forms for Salesforce

Google Forms website
Google Forms

Google is a well-known company that provides their Google Forms web application for free with their Google Docs Editors suite. Specializing in creating online surveys and quizzes, the offering from Google Forms is notable as there are different question types to choose from to create engaging forms. Additionally, businesses can promptly examine online form results across any device.

We have summed up a few of the positives and negatives of Google Forms below, according to online reviews:

Pros

salesforce forms plus
It is free as part of the Google Account package
salesforce forms plus
Join forces with other Google account users to create a form
salesforce forms plus
Form creation is unlimited
salesforce forms plus
Plays well with other Google products
salesforce forms plus
Easy to use
salesforce forms plus
Has file upload functionality
salesforce forms plus
Provides numerous distribution methods

Cons

salesforce forms minus
You cannot find it on the Salesforce AppExchange store unless using a 3rd party provider like Zapier to connect with Salesforce.
salesforce forms minus
The sole purpose of the app is for surveys and questionnaires
salesforce forms minus
Low on features compared to others on this list
salesforce forms minus
Reporting and analyzing of data is simplistic
*According to online reviews

Alternative to Google Forms

Salesforce Forms with Titan

Titan website for Salesforce Forms
Titan

Well done! You made it to the end, where we reveal our favorite application for creating online forms that integrate seamlessly with Salesforce. Without further ado, let’s introduce Titan Forms.

Titan Forms Available on the Salesforce AppExchange Store

Titan Forms is our favorite application for designing and building online forms with absolutely no code using a drag-and-drop builder. Found on the Salesforce AppExchange store and Titan’s website for your convenience, there is no need to look anywhere else on the web about which site to trust with your payment details.

The Titan & Salesforce Fusion

Not only do you get to build forms when you sign up to Titan, but you also get a whole host of solutions for web portals and applications that integrate seamlessly with Salesforce in real-time to ensure that customer data is accurate.

Build beautiful and engaging custom web forms with Titan’s no-code drag-and-drop builder. Here are some of the critical benefits of choosing Titan and Salesforce:

Validation Rules For Questions

Validation Rules for Salesforce
Validation Rules

Titan creates forms that can validate any question type with no code. The benefit of validating customer responses on online forms is that Titan maintains sending accurate data to Salesforce, saving your business from updating any errors that might potentially arise.

When completing an online form, customers will receive a notification error if their response is invalid, such as when a phone number question is filled in with text instead of numbers.

Validation Rules to Match Salesforce

Another point to add is that Titan can be configured with no-code to match the validation rules already set up in Salesforce. This means that form responses, when pushed to Salesforce in real-time by Titan, will not be cancelled for invalid entries, ensuring that data is accurately saved.

Validation Rules on Form Elements

Configuring rules on web forms with Titan is possible, and another added benefit is setting up mandatory fields so that responders cannot push data without all questions answered on a form.

If unanswered fields are submitted on a web form, Titan can notify the responder that questions need to be answered and even navigate responders to the missed mandatory fields.

Mapping Salesforce Objects

Mapping Salesforce objects to elements.
Mapping Elements

Mapping objects to elements on an online form using Titan has never been easier!

Titan’s intuitive interface provides stunning settings that enable an admin to select, map, and add conditions to elements in a form that relates to objects in Salesforce with no code. The interface focuses strongly on user experience and allows admins to swop the mapping panel layout for convenience and preference.

Titan ensures the user experience for customers is also a main focus. Admins can use conditional logic on web forms to hide questions until they are needed by responders. The outcome of this dynamic feature is to help declutter forms and save customers essential time.

Upload Documents to Salesforce with Titan Web

An enjoyable benefit of choosing Titan is that admins can add uploading file elements when creating and designing online forms.

The added advantage of allowing responders to upload files on a web form is that a business can receive supporting documents immediately! Skip the couriers and time delays on important documents.

Need some convincing of the benefits of uploading supporting documents from customers? We found that common files uploaded from responders include:

salesforce forms yes
Resumes
salesforce forms yes
Screenshots for troubleshooting
salesforce forms yes
Videos for applications
salesforce forms yes
Identification documents
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And the list goes on!

The best part is that all these supporting documents are pushed to Salesforce in-real time as files related to their specific accounts.

Added Security for Salesforce Forms

Titan provides security to your online form with a SmartV offering.

SmartV provides your Salesforce forms with 2-factor authentication for securing data and allows businesses to identify responders who are filling out the distributed web forms as Titan communicates with Salesforce continuously.

The added benefit of SmartV identifying users ensures that forms can also be pre-filled with data stored in Salesforce, expanding the customer experience to the next level!

We also have some additional pros and cons for your perusal.

Pros

salesforce forms plus
Create landing pages, Salesforce forms, self-service portals, and more with no code!
salesforce forms plus
Advanced user experience for custom business branding with an intuitive user interface
salesforce forms plus
Support for multiple currencies and languages
salesforce forms plus
Fully Integrated with Salesforce
salesforce forms plus
E-commerce for SMBs
salesforce forms plus
Access to charts and reports

Cons

salesforce forms minus
Let us know if you find any 😉

Our Last Verdict on Salesforce Forms

The Salesforce platform is essential to managing all your business CRM needs. Why not get Titan to support your Salesforce system to start building exceptional digital experiences for your customers while collecting data for all your business needs?

Remember that when you sign up with Titan, online forms are only the beginning of what you can do with the platform. Titan is so much more than just a form builder!

Over and above the powerful features, Titan integrates with Salesforce and all your favorite third-party apps with absolutely no code! Find Titan available on the Salesforce AppExchange store or our Website for download today.

Want to learn more about Salesforce and Titan? Read more about our Salesforce AppExchange Forms.

Online Community

Thank you for taking the time to read up on this topic, and if you want to hear more about Titan, please check out the links below. And if you are a Titan super fan and want to keep up to date with all our content, we would love to hear what you think about the product?

Contact us by visiting:

  • Twitter
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Salesforce AppExchange
Titan Website

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.

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Do you like this Titan Forms Solution?

Get in touch and schedule a demo with Titan today to uncover the best form solutions for Salesforce!

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Related

  • FormAssembly: Titan’s Alternative
  • The No-Code Salesforce Forms Builder to Solve Any Use Case
  • The Leading Salesforce Forms Alternative to 123FormBuilder
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