7+ Best Salesforce Form Builder Apps for Data Collection

Are you tired of spending hours building forms on Salesforce? Do you dread the thought of endless design tweaks?

Well, fear not, because Salesforce form builder apps are here to save the day.

With these nifty little tools, you can build custom forms faster than ever, completely stress-free.

So sit back, relax, and let these apps do the heavy lifting while you enjoy a cup of coffee (or tea, I don’t judge).

What Are The Best Salesforce Form Builder Apps?

Salesforce Form Builder Apps are third-party applications that are designed to extend the functionality of the Salesforce platform by providing additional features and capabilities for creating forms and collecting data.

These apps can be installed from the Salesforce AppExchange, which is a marketplace for Salesforce-compatible apps.

Pick the one that best suits your needs, here are our top picks:

1. FormCrafts

Overview

Formcrafts is a Salesforce form builder that allows you to create or update Salesforce records on new form submissions.

Highlights

• Supports features like dynamic picklists, form prefill, and math calculations.
• 5 templates designed specifically for Salesforce.
• Templates include Lead generation, Update contact, Contact sales, Submit a new case and Request a quotation.
• Add icons and logos to personalize your forms.
• All users get unlimited forms, a feedback engine, admin emails, custom redirects, form analytics, and more.

Pricing

Salesforce Plus is $99 a month per user, with 1000 responses. Salesforce Business is $199 a month per user, with 5000 responses and prefill and picklist capabilities. For more responses and capabilities, contact FormCrafts.

Wrap-Up

FormCrafts’ Salesforce form builder is suitable for any Salesforce users looking to streamline their form building and improve the overall look of their forms.

This solution is ideal for medium-sized teams, but with flexible pricing options and all the basic features, any team or individual can benefit from using FormCrafts.

Check out a free trial.

2. Flow Tool Kit

Overview

Flow Tool Kit is a Salesforce form builder extension that speeds up your form building process and offers features like picklists, buttons, autofill, and more.

Highlights

• Surface forms internally within record pages, quick actions, or externally within experience cloud sites.
• Match your company’s branding with custom themes and buttons.
• Features include Form and Table Builder (live preview), Form Repeater, Condition Logic, Custom Lookups, reCAPTCHA, and much more.
• Display public image/file assets within your form components.

Pricing

The free version is limited to creating components on the Account, Contact Case, and Lead salesforce objects.

The Unlimited version is $150 per month, discounted to $30 per month for nonprofits with ten users or fewer.

Wrap-Up

Flow Tool Kit has everything you need in a Salesforce form builder, and at a lower price point, it is ideal for smaller teams and businesses. It is simple to use and offers a 90-day free trial.

Check it out for free.

3. FormStack

Overview

FormStack is a Salesforce form builder that helps you create dynamic forms and surveys directly in Salesforce with a drag-and-drop online form builder.

Highlights

• Connect forms to any standard or custom object.
• Dynamically prefill fields with existing salesforce data, and easily verify and update records.
• Integrate your Salesforce forms with PayPal, Stripe, Authorize.Net, and iATS
• Add a custom Documents button to any Salesforce object.
• Bundle with Formstack’s other apps to streamline your document generation and signature processes.

Pricing

Starter plans are $225 a month for one user.

Pro plans are $585 a month for three users, and larger businesses can contact FormStack for a quote.

Wrap-Up

FormStack’s Salesforce form builder app is ideal for medium and larger businesses in need of a smoother and improved form building process. It integrates flawlessly and offers add-ons for e-signatures and document generation.

Try it free for 14 days.

4. Titan

Overview

Titan is a Salesforce form builder app with a simple drag-and-drop builder that helps to streamline your data collection, from forms and documents to contracts, landing pages, and more.

Highlights

• Integrate with any Standard or Custom Object.
• Features conditional logic and payment integration.
• Take advantage of tables and custom layouts.
• Bi-directional forms let you send, pre-fill, and update information easily.
• Offers training videos to help with more advanced features.
• Protect your forms with Titan’s 2-factor authentication or SSO.

Pricing

Plans start at $150 a month. Titan’s full platform is also available for $12 a month per user with a minimum of 12 users, and that includes document generation, form building, e-signatures, and more.

Wrap-Up

Titan’s Salesforce form builder is a simple solution for companies in any industry. It falls under a medium tier price-range and is suitable for any size team.

Bundle and see the benefits of automating your menial tasks like document generation and form building. Get started today.

5. FormExpress

Overview

FormExpress is a Salesforce form builder app designed for speeding up the form building process, with WeChat integration along with classic form builder features.

Highlights

• Build and share web-to-X web forms in minutes.
• Collect both data and files.
• Create lead forms, sign-up forms, surveys, order forms, and more.
• Integrate with your WeChat service official account and match WeChat audiences with your Salesforce contacts.
• Form prefilling from Salesforce records.

Pricing

Plans start at $19 a month per user. FormExpress offers a 30-day free trial to see if it is right for you.

Wrap-Up

FormExpress offers all of the form building basics you should look for in an app. It is designed with WeChat users in mind, so if that is a relevant integration to your business, it is the perfect solution for you.

Get started with a 30-day free trial.

6. MobiForms

Overview

MobiForms is a simple Salesforce form builder app that provides a drag-and-drop form builder interface, making it easy to create custom form fields, add images and media, and define conditional logic.

Highlights

• Advanced features like GPS location tracking, barcode scanning, and signature capture can be used to further enhance the mobile data collection process.
• A user-friendly drag-and-drop interface makes it easy to create and manage mobile forms.
• Integrates seamlessly with Salesforce, allowing you to sync your collected data with your Salesforce database.
• Create custom mobile forms that are tailored to your specific use case.

Pricing

MobiForms has one pricing plan for $22 a month per user. This includes all of the MobiForms features.

Wrap-Up

MobiForms Salesforce form builder app is a powerful tool for extending the capabilities of Salesforce and improving mobile data collection workflows.

Its flexible and user-friendly interface can help businesses small and large streamline their data collection and management processes.

This affordable option offers a 30-day free trial. Get started today.

7. 123FormBuilder

Overview

123FormBuilder is a Salesforce form builder app to help you build forms that can automatically create or update records in Salesforce. Start from scratch or use a template to speed up your form building process.

Highlights

• Advanced security features like encryption and GDPR & HIPAA compliance activate extra layers of data protection.
• The dynamic prefill feature allows you to retrieve Salesforce data with an object lookup and automatically prefill the forms.
• Map the data you collect with 123FormBuilder to any object (standard or custom), regardless of data hierarchy or structure in Salesforce.
• An extensive gallery of pre-built Salesforce form templates to help you get started.
• Use form branching to show relevant questions based on users’ input and trigger specific actions.

Pricing

The Basic plan is free for one user and 5 forms. Paid plans start at $19.99 a month for 20 forms. 123FormBuilder recommends the Platinum plan, for unlimited forms at $37.99 a month.

Wrap-Up

123FormBuilder is a great solution for small to medium businesses looking to build forms in Salesforce more efficiently.

This Salesforce form builder can also generate custom PDFs, turn on notifications, and support eSignatures.

Larger enterprises can also benefit from 123FormBuilder with an Enterprise plan. Contact the support team to get started.

Sign up for free.

What Features Should You Look For In A Salesforce Form Builder?

When looking for a Salesforce form builder, there are several features that you should consider. Some of the most important features include:

1. Ease of Use: Should be easy to use and intuitive, with a user-friendly interface that doesn’t require coding or technical skills.
2. Customization Options: Should offer a wide range of customization options, including the ability to add fields, change the layout, and add branding elements like logos and colors.
3. Integration with Salesforce: Should be fully integrated with Salesforce, so that data collected through the forms can be easily integrated into your Salesforce database.
4. Mobile Responsiveness: With an increasing number of users accessing the internet through their mobile devices, it’s important that the form builder is mobile responsive, meaning that it can adapt to different screen sizes and devices.
5. Data Security: Should have robust security features to ensure that data collected through the forms are secure and protected from unauthorized access.
6. Analytics and Reporting: Should provide analytics and reporting features to help you track form submissions and measure the success of your campaigns.
7. Support and Training: Should come with comprehensive support and training materials to help you get up and running quickly, and to troubleshoot any issues that may arise.

Does Salesforce Have A Built-In Form Builder?

Yes, Salesforce has a built-in form builder called “Salesforce Forms.” It is a drag-and-drop form builder that allows you to create custom forms for collecting data and leads from your website, social media, or other channels.

Salesforce Forms can be embedded on any webpage or platform, and it is fully integrated with Salesforce, which means that any data collected through the forms is automatically saved to your Salesforce database.

Salesforce Forms is available as part of Salesforce’s Pardot Marketing Automation platform and requires a subscription to use.

However, Salesforce also offers a free web form builder called “Web-to-Lead” that allows you to create basic lead capture forms that can be embedded on your website or shared via email.

What Is The Purpose Of Salesforce Form Builder Apps?

The purpose of form builder apps is to provide Salesforce users with more advanced and specialized form building tools than what is available in the standard Salesforce Forms or Web-to-Lead functionality.

These apps can include features like advanced form customization, custom form fields, integration with external databases or systems, and more.

By using a form builder app, users can create forms that are tailored to their specific needs and use cases, whether it’s for lead capture, event registration, surveys, or any other purpose.

These apps can also help streamline data collection and management processes by automating tasks like data validation, error checking, and data entry into Salesforce.

Overall, form builder apps can help businesses optimize their Salesforce workflows by providing more flexible and powerful tools for collecting and managing data.

Can You Save Information To Multiple Objects When Using Salesforce Forms?

Yes, you can save information to multiple objects when using Salesforce Forms. This is done through the use of Salesforce’s “Object Relationships” feature, which allows you to create links between different objects in your Salesforce database.

For example, let’s say you have a form that collects information about a new customer, including their name, email address, and company. You can set up an object in Salesforce to represent customers, with fields for name, email, and company. You can also set up an object to represent companies, with fields for the company name, industry, and location.

To link these objects together, you can create a lookup field in the customer object that references the company object. This allows you to associate each customer record with a specific company record in your Salesforce database.

When you create a form using Salesforce Forms, you can map the form fields to the corresponding fields in the customer object. You can also include a dropdown or lookup field that allows the user to select the company associated with the customer record.

When the form is submitted, the data is saved to the customer object in Salesforce, along with a link to the corresponding company object. This allows you to easily view and manage customer and company data together in your Salesforce database.

Salesforce’s Object Relationships feature allows you to create more complex data models and workflows in your Salesforce database and is a powerful tool for managing data across multiple objects.

How Fast Can You Create Forms In Salesforce?

If you are using Salesforce’s built-in form builder, Salesforce Forms, you can create a simple form in just a few minutes by dragging and dropping form elements onto the design canvas, and then customizing the form fields and layout as needed.

More complex forms with conditional logic or custom fields may take longer to create, but Salesforce Forms is designed to be user-friendly and easy to use, even for non-technical users.

When using a third-party form builder app from the Salesforce AppExchange, the speed of form creation will depend on the complexity of the app and the features it provides.

Some form builder apps may offer more advanced customization options and integrations with external systems, which can be more time-consuming to set up and configure.

In general, creating forms in Salesforce can be a relatively quick and easy process, particularly if you are using one of the built-in form builder tools or a pre-built form template.

However, it’s important to ensure that your forms are designed with best practices in mind, such as using clear and concise form fields, following accessibility guidelines, and ensuring that the form integrates smoothly with your Salesforce workflows and data models.

Final Thoughts

Salesforce form builder apps are a valuable tool for businesses looking to improve their data collection and management processes within the Salesforce environment.

These 7 third-party apps offer an added boost to your Salesforce processes, with options for businesses of all sizes and across all industries.

They offer ease of use, customizability, integration with Salesforce, and advanced features, making them a powerful addition to any Salesforce toolkit.