Salesforce forms and web forms builder for salesforce
Build dynamic forms connected to Salesforce in real time for lead generation, registration, case intake, surveys, and more. Start with a prompt in Titan AI Studio to generate a form with fields, structure, and logic, then refine the experience using Titan’s visual builder. Map fields to Salesforce, pre-fill existing data, and create or update records in real time. Build across standard and custom objects, related objects, lookup fields, junction objects, and complex data relationships. Add conditional logic, file uploads, bulk editing, and custom layouts for desktop, tablet, and mobile. Publish responsive forms on websites, portals, or documents, with every submission connected to Salesforce. After submission, create records, update fields, route and score leads, create reports, and route submissions into approval flows. Create secure experiences with 2FA, SSO, access controls, audit trails, and support for HIPAA and GDPR requirements.
Top keywords
- fields4×2.88%
- objects3×2.16%
- salesforce3×2.16%
- build2×1.44%
- connected2×1.44%
- connected to salesforce2×1.44%
- custom2×1.44%
- data2×1.44%
- forms2×1.44%
- logic2×1.44%
- real2×1.44%
- real time2×1.44%
Jotform - Powerful forms get it done.
Save time and eliminate busywork with Jotform. Create dynamic forms right from your Salesforce dashboard with Jotform’s intuitive Form Builder. Collect lead information and automatically sync it to Salesforce — no manual entry needed. Instantly share personalized forms prefilled with real-time Salesforce data. Automatically send files, e-signatures, and PDFs from Jotform to Salesforce records for easy management in one place. Detailed transfer logs, error alerts, and diagnostic tools ensure smooth, reliable data flow. Designed for teams using Salesforce as their main CRM, the Jotform Salesforce Agent boosts efficiency through intelligent automation. It connects directly to Service, Experience, and Health Clouds, enabling real-time record creation, updates, and lookups during chat, web, or phone interactions. With predefined skills for lead management, case handling, order tracking, appointment scheduling, and HR support, it helps teams deliver 24/7 assistance and maintain accurate Salesforce data — no manual effort required. With 30+ million users worldwide, Jotform is a trusted global brand that serves all types of industries and organizations.
Top keywords
- salesforce7×4.29%
- jotform5×3.07%
- data3×1.84%
- automatically2×1.23%
- forms2×1.23%
- lead2×1.23%
- management2×1.23%
- manual2×1.23%
