123Form Builder – Build dynamic forms and surveys

 

What is 123Form ?

123Form is a user-friendly drag-and-drop form builder designed to elevate data collection capabilities and boost productivity. The tool seamlessly integrates, connecting highly adaptable forms and surveys to an unlimited array of Salesforce objects. This integration serves as a valuable asset, saving time and enhancing organizational efficiency.

By streamlining the process, 123Form facilitates the collection of precise data within your organization and from clients. Furthermore, it provides the convenience of effortlessly publishing forms on any platform, ensuring easy access for users. Overall, 123Form proves to be an intuitive solution that enhances data management and accessibility.

Effortlessly craft customized forms with features such as field validation, dynamic input calculations, and the capability to upload multiple files. This streamlined process extends to the optimization of efficiency through seamless on-the-spot payment processing and the utilization of prefill options. Additionally, establish connections between your forms and both standard and custom objects, providing the ability to generate real-time reports for immediate insights.

Revel in the flexibility of creating and reusing custom themes specifically designed for mobile-responsive forms, ensuring a consistent and visually appealing user experience. This comprehensive tool not only simplifies the form-building process but also elevates your overall data collection capabilities, making it an invaluable asset for enhancing organizational efficiency.

123Form Features :

 

  • Publish Anywhere: Effortlessly share your forms on websites, emails, records, and communities.

  • Sync with Salesforce: Seamlessly connect and integrate form data with Salesforce, ensuring efficient management.

  • E-Signature: Validate documents with ease by enabling electronic signatures.

  • Dynamic Prefill – 5 Ways:

    • Utilize Custom Link Prefill (URL Prefill)
    • Implement Real-time Prefill
    • Leverage Salesforce Communities Prefill
    • Prefill Dropdowns from Picklist Values
    • Enable Prefill for Embedded Forms in Salesforce Records

  • Web-to-Anything: Connect forms to various Salesforce objects or custom objects such as Leads, Contacts, Cases, etc.

  • Custom PDFs: Dynamically generate personalized PDF documents based on form data.

  • File Attachments: Allow users to conveniently attach files within the form.

  • Rules and Conditional Logic: Set conditions to control form behavior based on user responses.

  • Payment Processors (12 Options): Collect payments or donations through forms using popular payment gateways like PayPal, Stripe, etc.

For more detailed information, refer to the 123FormBuilder website.

 

How Can We Help :

    • Simplified Salesforce Data Handling: Developed dynamic forms aimed at simplifying data input and retrieval within Salesforce.

    • Instant Customization with Prefilling: Enabled instant customization by implementing real-time prefilling of fields.

    • Adaptable Web Forms for Diverse Scenarios: Created customizable web forms adaptable to any business scenario, complete with rules and efficient payment processing.

    • Intuitive Surveys with Custom Features: Implemented intuitive surveys with custom routing, notifications, and conditional logic for enhanced user experience.

    • Visually Appealing Themes: Crafted visually appealing themes for forms and surveys, ensuring compatibility with screens of any size.

    • Embedded Calculations for Dynamic Insights: Incorporated embedded calculations for dynamic and numeric perspectives, enhancing data analysis.

    • Versatile Solutions for Information Capture: Provided versatile form solutions designed for effortless information capture and streamlined processing.

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Results :

  • Empowering Form Creation: Clients are empowered with numerous options for professional form creation and easy sharing.

  • Flexibility in Transactions: Moreover, flexibility is provided for clients to implement custom calculations, utilize coupon codes, apply markups and discounts, and tailor payment summaries.

  • Efficient Report Generation: Additionally, clients have the capability to generate reports efficiently using the data submitted through the forms.

  • Streamlined Internal Processes: Furthermore, internal processes are streamlined as clients experience straightforward online data collection and payment completion.

 

 

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