Web-To-Anything

Create and update records in any Salesforce standard and custom object. Use standard and custom fields, related objects, attachments and files, lookups with multiple filters, triggering connectors conditionally and more.

A Salesforce app for building forms & surveys

123FormBuilderSalesforce AppExchange Data Sheet

Real-Time Form Pre-Fill

Use the data that you already have collected in Salesforce to pre-fill forms in real time as the user types inside the form. Enable internal agents to pull client information in real time and allow external users to update their existing data.

Document Generation

The information filled in the form is used to populate the custom document templates that you create. The notifications with PDFs attached are then routed to the right people. Often used for contract generation, with digital signature and terms of service fields added.

Mobile And Offline Capabilities

Forms can be accessed and filled out in offline mode on any mobile device. Data (including uploaded documents or photos taken on the spot) is stored locally and then synced when the connection with the internet is re-established.

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Lead Generation Forms

With 123With 123FormBuilder you can easily capture new leads in both online and offline mode, and personalize them with the branding materials of your company, in order to create marketing materials designed for your prospects. Your field agents will be able to capture leads even in offline mode, right from their mobile devices, as well as handle various application requests.requests. The app also simplifies event registration processes for family or professional events and many others.

Publish the forms anywhere and anytime, across every industry!

Salesforce Accounts With Related Contact Forms

When attending When attending events as a partner or sponsor, you are collecting different kind of leads, some of them being opportunities from different business branches or consultants that might work on behalf of multiple organizations. To automate the data collection process and keep all the information organized in one place, you can connect and send it instantly to your SalesfoSalesforce account. When certain contacts are already registered in Salesforce, you can pre-fill forms in real time with the existing data and update records, only with the new information.

Connect your data to Salesforce!

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Partnership Agreement Forms

Efficient data collection for enterprises and institutions is needed in order to deal with complex organizational structures and large amounts of data.

AAutomate time-consuming processes and make them part of automated workflows, to optimize your operations even more. Capture digital signatures and Terms of Service agreements.

Automate document generation!

Invoice factoring workflows automation

Collect data about suppliers, buyers and funders and send it all to Salesforce.Each form sends data to multiple standard and custom Salesforce objects.

Receive the invoices to be funded, as well as the supporting documents, such as purchase orders or packing slips.

Create white label forms, with custom domains and custom branding.

Eligibility check of suppliers and funders

Registration of suppliers and funders

Submission of invoices to be funded

All data send to Salesforce

Notification routing with PDFs attached

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Training services feedback collection andmanagement processDigitize training feedback surveys that were previously sent to trainers in paper form.

Automatically send survey copies to trainers when new training events records are created in their Salesforce organization.

Collect training participants’ feedback, have it pushed to Salesforce and generate feedback reports automatically.

New training event created in Salesforce

Survey copy automatically sent to trainer

Feedback collection at the end of the training

Feedback report generated in real time

All data send back to Salesforce for reference

Patient records review and update through HIPAAcompliant formsAllow patients to update personal information stored in their medical records in the Health Cloud.

Pre-fill form fields with the patient’s information, pulled from different related objects, based on the Patient ID.

Enable patient record updates in a highly secure fashion with forms that comply to the regulations of the Health Insurance Portability and Accountability Act.

Record review form triggered from the patient

record

Patient ID used to prepopulate the form with

existing data

Data reviewed and updated by patient

All updates send back to the Health Cloud

PDF copy of the submission attached to

the record