Submissions land in an inbox, not on a record
A marketing form or a third-party builder emails the response to a shared mailbox. Someone re-keys it into Salesforce hours later — and the lag, not the form, is what costs the deal or the intake window.
Salesforce · Forms & Data Capture
Titan Forms consulting and implementation, built on your Salesforce data model.
Titan Forms is a no-code form and portal builder that reads from and writes to Salesforce in real time. Twopir Consulting plans, implements, integrates, customizes and supports it — designing the objects, mappings, conditional logic and automation underneath so a submission becomes a correct Salesforce record instead of another queue for someone to work through. Intake, portals, multi-object writes and document hand-off on one architecture.
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Trusted by 500+ organizations — including revenue, operations and Salesforce teams standardizing intake, portals and form-driven processes on Salesforce with Twopir Consulting.
Built for Salesforce Data Capture
- Salesforce Partner
- Titan Forms
- Titan Docs & Sign
- Experience Cloud Portals
- Flow Automation
- Data Migration
- Real Estate
- Professional Services
Where form and intake workflows break down
Almost every organization we meet already has forms. What they do not have is a path from a submission to a correct, related, automated Salesforce record. That gap is where the manual work lives.
Re-keyed data becomes wrong data
Every manual copy between a form and the CRM is a chance to mistype an email, pick the wrong picklist value, or attach a record to the wrong account. The reporting downstream inherits all of it.
The same person exists three times
Without matching logic before the write, a repeat enquiry creates a new Lead beside the existing Contact. Duplicates inflate the database, split the activity history, and make conversion reporting unreliable.
One form can only write to one object
Real processes are not that shape. An application creates a Contact, an Opportunity, a related child record and a file — and if the tool cannot do that in one submission, the rest becomes an admin's to-do list.
Asking people for data you already hold
Renewal and update forms that start blank force clients to retype what Salesforce already knows. Completion rates drop, and what does come back has to be reconciled against the existing record by hand.
Every new form is a developer ticket
When form changes need code, a backlog forms. New intake types, added questions and changed routing wait weeks for a release window instead of going live when the business needs them.
What Titan Forms is, and who it is for
Titan Forms is a no-code form, portal and data-capture product that runs natively on Salesforce. It reads live Salesforce data into a form and writes submissions back to standard and custom objects in real time — creating, updating or relating records without exporting data, re-keying it, or writing Apex. Because the connection is bi-directional, one form can read from and write to several objects in a single submission.
Titan Forms is one module of the wider Titan platform from Titan (titandxp.com), alongside Titan Docs for document generation, Titan Sign for e-signature and Titan Flow for orchestration. Forms is the capture layer: it is what puts trustworthy data on the record that everything downstream — routing, approval, document generation, reporting — then depends on. If your question is specifically about generating contracts and quotes from records you already hold, the companion service is Titan Docs consulting and implementation; for the platform as a whole, start with the Titan document generation and form automation overview.
What Twopir Consulting does is the part Titan does not: deciding which objects a submission should touch, how records are matched so you do not create duplicates, which fields are governed and which are free text, what happens in Salesforce the moment a form is submitted, and how the whole thing stays maintainable when the business changes it next quarter. We work with growing and mid-market companies solving complex CRM, integration, and business system challenges, and with enterprise organizations running form-driven processes across multiple business units.
It is a good fit when submissions must become Salesforce records immediately, when a process spans more than one object, when you need authenticated portals or prefilled forms, or when your admins need to change intake without waiting on a development cycle. It is over-specified if you only need a single newsletter sign-up and nothing downstream depends on it.
Implement it, fix it, or build well past it
Titan Forms consulting means three genuinely different engagements. Most enquiries we receive are the middle one — the product is already licensed, and the build underneath it never matched the process.
| Engagement | You are here if… | What the work covers |
|---|---|---|
| Implement Titan Forms | You have bought Titan, or are evaluating it, and nothing is live yet. | Requirements and current-state discovery, Salesforce data-model design, licence and environment setup, the first governed form set, field mapping, automation, testing, training and launch. |
| Configure & optimize | Titan Forms is live but under-used, duplicating records, or nobody will touch it. | Assessment of the existing build, remapping and matching logic, conditional-logic rework, automation repair, performance and security review, adoption fixes — usually without starting over. |
| Build on it | The process has outgrown what declarative configuration can express. | Apex and Lightning Web Component extensions, middleware and external-system orchestration, complex multi-object transactions, bulk and migration tooling, and custom validation beyond the product's rule engine. |
Where the boundary sits. Titan Forms is genuinely no-code, and most of what a business asks for — conditional questions, validation, prefill, multi-object writes, routing, payments, file uploads, portal embedding — is configuration. We keep it there deliberately, because configuration is what your own admins can maintain after we leave.
Custom development earns its place in a narrower set of cases: matching and de-duplication rules more specific than standard duplicate management expresses; transactions that must succeed or fail as one unit across several objects; orchestration with systems that sit outside Salesforce; and data volumes where bulk behaviour and governor limits, not form design, are the constraint. We say which side of that line a requirement falls on during discovery — before it becomes a surprise in the build.
What we actually build on Titan Forms
Titan supplies the capability. These are the things we design, configure and hand over — each one a decision about your data model, not a checkbox in a product.
Salesforce-Native Data Capture
Forms that read from and write to your org directly, so a submission is a record — not a file to import, an email to action, or a queue to work.
- Real-time create, update and relate on any standard or custom object
- Field-level mapping reviewed against your schema, not a demo org
- Picklist, record-type and owner assignment governed at the point of write
- Error handling so a failed write surfaces instead of disappearing
Multi-Object & Related-Record Design
One submission, several objects, correctly related. This is the work that decides whether your reporting holds up a year from now.
- Parent-child, lookup and junction-object writes in a single form
- Matching logic so repeat submitters update rather than duplicate
- One-to-many capture — line items, dependants, properties, attendees
- Data-model changes where the existing schema cannot carry the process
Conditional Logic & Validation
One form that adapts to the answer given, instead of six near-identical forms nobody maintains. Rules enforced before anything reaches the record.
- Branching paths by product, region, record type or user
- Calculated and derived fields for pricing, scoring and eligibility
- Validation and required-field rules matched to Salesforce constraints
- Consolidation of duplicate form variants into one governed set
Prefill, Portals & Self-Service
Stop asking people for data you already hold. Authenticated and link-based forms that open with the record already in them.
- Prefilled renewal, update and re-consent forms from live records
- Experience Cloud and public portal embedding with correct sharing
- Secure, expiring links for one-time external submissions
- Branded, responsive layouts that survive mobile completion
Files, Payments & Document Hand-off
The submission is rarely the end of the process. We wire what happens next so the record, the file, the payment and the document stay together.
- File and image upload attached to the right record on creation
- Payment capture with amounts driven by Salesforce field values
- Hand-off into Titan Docs generation and Titan Sign signature
- Storage, naming and retention rules agreed before go-live
Automation, Routing & Notification
What happens in the seconds after submit is the difference between a captured record and a working process.
- Record-triggered Flow for assignment, escalation and stage changes
- Queue and territory routing with SLA clocks that actually start
- Internal alerts and submitter confirmations from the record
- Approval steps tracked on the record rather than in an email thread
Security, Permissions & Compliance
Forms are an entry point into your org. We treat them that way — reviewed against your sharing model, not bolted on afterwards.
- Profile, permission-set and sharing review for every write path
- Field-level security honoured on read, prefill and update
- Guest-user and public-form exposure assessed explicitly
- Consent capture, audit trail and retention aligned to your obligations
Migration From Legacy Form Tools
Moving off a builder that was never really connected — without losing history, breaking live links, or stopping intake while you switch.
- Inventory of every live form, owner, embed location and destination
- Rebuild with equivalent logic, then parallel-run before cutover
- Historical submission data mapped into the Salesforce model
- Redirects and embed updates so no capture point goes dark
Reporting on Capture Performance
Once submissions are records, the funnel becomes measurable. Most teams have never been able to see where completion actually fails.
- Submission volume, source and conversion reporting in Salesforce
- Drop-off and abandonment visibility by form and step
- Data-quality monitoring on the fields that matter downstream
- Dashboards owned by your team, not locked in a vendor console
Titan Forms vs standard Salesforce Web-to-Lead
Salesforce includes Web-to-Lead at no extra cost, and for simple marketing capture it is often the right answer. The question worth asking is where it stops.
| Capability | Salesforce Web-to-Lead | Titan Forms |
|---|---|---|
| Objects it can write to | The Lead object only | Any standard or custom object, including several in one submission |
| Volume ceiling | Salesforce caps web-generated leads at 500 in any 24-hour period; overflow is emailed to the default lead creator | No comparable per-form daily cap |
| Reading existing data into the form | Not supported — the form always starts blank | Real-time prefill from live records |
| Updating existing records | Creates new Leads only | Create, update or relate, with matching logic before the write |
| File uploads | Not supported | Supported and attached to the resulting record |
| Conditional logic and validation | Hand-coded in the page HTML, if at all | Configured declaratively, maintainable by an admin |
| Best suited to | Single-purpose marketing lead capture | Intake, portals, applications and multi-object business processes |
The honest summary: if a form's only job is to create a Lead and you are comfortably inside the daily limit, Web-to-Lead is adequate and free. Titan Forms earns its licence when the submission has to become more than one record, has to carry a file or a payment, has to start with data you already hold, or has to be changed by an administrator rather than a developer. We will tell you which of those you are actually in — including when the answer is that you do not need the product yet.
What moves between Titan Forms and the rest of your stack
A form is an integration point. These are the connections we design and the direction data actually travels in each one.
Titan Forms + Salesforce
The core connection, and the only one that is bi-directional by default. Salesforce → form: record values prefill fields and drive conditional logic at render time. Form → Salesforce: the submission creates, updates and relates records across objects the moment it is sent. Sales, service and operations teams all read the result from the same record.
Titan Forms + Titan Docs & Titan Sign
Turns captured data into an executed document without a second data-entry step. Form → Docs: the new or updated record triggers generation, so the agreement is built from the record rather than retyped. Sign → Salesforce: signature status and the executed file return to the same record, which is what lets legal and revenue teams see where a document actually is.
Titan Forms + Salesforce Flow & Apex
Where the submitted record becomes a running process. Form → Flow: the write fires record-triggered automation for owner assignment, routing, escalation and stage progression. Flow → downstream: tasks, alerts and approvals are created against the record. Apex enters only where a transaction spans objects in ways declarative tools cannot express safely.
Titan Forms + Experience Cloud
Gives external users a governed way to read and change their own data. Portal → form: the authenticated user's identity determines which record loads and which fields are visible. Form → Salesforce: updates write back under that user's sharing and field-level security, so self-service never becomes an open door into the org.
Titan Forms + payment processing
Collects money at the point of capture instead of chasing it afterwards. Salesforce → form: the amount, currency and line items come from record values rather than being typed by the payer. Form → Salesforce: the transaction result writes back against the record, so finance and the owning team see paid status without a reconciliation pass.
Titan Forms + document storage
Keeps uploaded evidence with the record it belongs to. Form → storage: identity documents, signed papers and supporting files land in Salesforce Files or your connected repository under an agreed naming and retention rule. Storage → Salesforce: the file reference sits on the record, so nobody hunts a shared drive to answer a client question.
Titan Forms + marketing automation
Stops the marketing database and the CRM disagreeing about the same person. Form → Salesforce → marketing platform: because the write lands on the CRM record first, the marketing tool syncs from the governed source rather than creating a parallel one. Consent and preference changes captured on a form propagate the same way, in one direction, auditable.
Titan Forms + external business systems
Where a submission has to reach something that is not Salesforce — an ERP, a billing platform, a policy or practice-management system. Form → Salesforce → middleware → system of record: we keep Salesforce as the governed hub and move data outward through an integration layer, so the form never holds a direct, unmonitored connection to a finance system. See our Salesforce integration services for that layer.
How a Titan Forms engagement actually runs
Twelve stages, sequenced so the expensive decisions happen before anything is built. Smaller engagements compress several of these into a single week; none of them get skipped.
Business & Requirements Discovery
We work through the processes the forms serve — who submits, what decisions follow, what must be true before a record is created. Requirements gathered as process, not as a field list, because a field list cannot tell you which object something belongs on.
Current-State Assessment
An inventory of every live form, where it is embedded, who owns it and where its data currently lands. This is where the duplicate variants, the orphaned forms and the manual re-entry steps become visible — usually more of them than anyone expected.
Solution Architecture
We decide which objects each submission touches, how records are matched, where automation fires and where the security boundaries sit. Getting this wrong is the single most expensive mistake in a forms project, because it surfaces as bad reporting months later.
Titan Forms Configuration
Environment, licensing and connection set-up against your org, with a governed structure for how forms are named, versioned and grouped. Doing this deliberately at the start is what stops the platform accumulating the same sprawl you just migrated away from.
Form & Experience Design
Layout, question sequence, branching and mobile behaviour, designed around completion rather than internal convenience. A form that asks for everything up front collects less than one that asks in the order the submitter can answer.
Salesforce Integration & Data Mapping
Every field mapped to its object and field, with record types, picklist values and ownership resolved explicitly. Where a value has no good home, we change the data model rather than force it into a free-text field that reporting can never use.
Workflow & Automation Configuration
We build what happens after submit — routing, assignment, notification, approval and any document generation that follows. The goal is that the process runs because a form was submitted, not because someone noticed it was.
Customization & Extension
Only where configuration genuinely cannot reach: bespoke matching rules, multi-object transactions that must commit together, or orchestration with an external system. We keep this surface deliberately small, because everything here is something your admins cannot maintain alone.
Testing & Validation
End-to-end submission testing across every object and path, including the cases that break things — partial submissions, invalid input, duplicate submitters and re-submissions from existing records. Security and permission testing runs here too, not after launch.
User Training & Enablement
Separate sessions for the people who submit, the people who work the resulting records, and the admins who will change the forms. The admin session is the one that determines whether you need us again for every small edit.
Deployment
Staged release with the old capture path still running, so nothing goes dark during cutover. Embeds, redirects and links are updated together, and we watch the first real submissions rather than assuming the test ones were representative.
Support & Optimization
After go-live we watch completion rates, failed writes and data quality, then tune. New forms, new business units and new processes get added to the same architecture — which is the test of whether the architecture was right.
Processes we put on Titan Forms
The pattern is consistent: capture once, write to the right objects, let the document and the approval follow from the record. Only the vocabulary changes by industry.
Real estate listing & transaction intake
Listing agreements, buyer registration, offer submission and disclosure packets captured once and written to the property, contact and transaction records together — so the transaction file builds itself as the deal moves instead of being assembled at closing.
Contact · Property · TransactionQuote, proposal & contract request
A structured request form captures scope, term, pricing inputs and approval context against the Opportunity, so the quote or agreement generates from governed values rather than a rep's free-text email to the desk.
Opportunity · Quote · Line ItemsCustomer & client onboarding
A PDF welcome pack becomes a conditional form that writes to Account and Contact as the client completes it. Questions adapt to the service purchased, which removes most of the follow-up email a generic form generates.
Account · Contact · OnboardingRenewals, amendments & re-consent
Prefilled forms sent from the record let a client confirm or correct what you already hold. Because they update rather than create, the renewal does not arrive as a second version of the same customer.
Contract · Asset · ConsentService requests & case intake
Support and operational requests captured with the qualifying questions asked up front, creating a Case with the right record type, priority and queue — so first-touch triage stops being a person reading an inbox.
Case · Entitlement · QueueApplications & regulated intake
Applications that need identity documents, declarations and eligibility logic — legal matter intake, underwriting submissions, programme applications. Files attach to the record, and the audit trail exists because the process created it.
Custom Object · Files · AuditRegistration with payment
Events, programmes, deposits and application fees collected in the same submission that creates the record, with the amount driven by Salesforce values — which removes the reconciliation step between a payment log and the CRM.
Registration · Payment · ReceiptInternal operational forms
Field inspections, site visits, change requests, timesheets and approvals submitted by staff on mobile, writing to the records the work relates to — replacing the spreadsheets that quietly run half of most operations teams.
Work Order · Task · ApprovalWhat changes once capture is designed, not bolted on
These are the changes clients describe after a well-built implementation. How far each one moves depends on where you start — which is what the discovery stage is for.
The re-keying step disappears
Submissions become records directly, so the daily block of manual data entry between a form and the CRM stops existing rather than getting faster.
Records are right the first time
Validation and governed picklists run before the write, and matching logic updates the existing record instead of creating a second one.
Response time stops depending on who is watching
Routing, ownership and alerts fire from the record on submission, so the clock starts immediately rather than when someone opens a shared mailbox.
Documents build from data, not from memory
Because the capture wrote clean values to the record, the agreement, quote or packet that follows is generated from them instead of being reassembled by hand.
Admins ship changes without a release
New questions, new routing and new forms go live declaratively, which is usually the difference between a backlog and a process that keeps up with the business.
Reporting finally reflects reality
When every submission is a record with a source, conversion, drop-off and data quality become measurable — including the parts of the funnel nobody could see before.
Salesforce becomes the place people actually work
Adoption improves when the CRM holds the current answer. Teams stop keeping a private spreadsheet because the record is no longer behind the truth.
The process scales past the team that built it
One governed architecture carries new business units, regions and form types — so growth adds volume rather than triggering a rebuild.
From manual entry to real-time Salesforce automation
An enterprise Salesforce customer in the United States was losing hours a day to manual form handling and error-prone re-keying. We connected the forms directly to Salesforce and automated Lead, Contact and Case creation.
★★★★★
Before this integration, our team was copying form data into Salesforce by hand every single day. Now it just appears — the right record, in the right place, with the right owner assigned. It's changed how our sales and service teams start their mornings.
Operations Lead Enterprise Salesforce customer · United States · 2025 Enterprise SaaS / Operations
Enterprise Salesforce Customer — United States
Form submissions wired straight into Lead, Contact and Case creation, with duplicate-safe writes and Flow-driven routing.
3 Salesforce object types automated — Lead, Contact and Case
Zero Manual data-entry steps left in the form-to-Salesforce workflow
5+ Automations deployed — Flows, rules and notifications replacing admin steps
Every submission is matched against existing records before a new one is written, and records are created the moment a form is submitted rather than after an admin review queue. See more Twopir client success stories
Not a vendor. An implementation partner.
Titan Forms is genuinely no-code, and a capable admin can build a working form in an afternoon. What a partner is for is everything the form touches.
We start with the process and the data model, not the form
Before anything is configured we establish which objects a submission belongs on and how records are matched. Almost every failed forms project we are asked to rescue skipped this and paid for it in duplicates and unusable reporting.
We are Salesforce architects, not only Titan users
Because Titan Forms writes into your org, the decisions that matter most are Salesforce decisions — schema, automation, sharing, governor limits. We own both sides of that boundary rather than handing one back to you.
We are explicit about configuration versus code
We say in discovery which requirements are declarative and which need development, and we keep the custom surface as small as it can honestly be — because that is what your team can still maintain in two years.
We build for handoff and change
The deliverable includes admins who can add forms, change mappings and adjust routing without calling us. Forms change constantly; an implementation that cannot absorb that was never finished.
We stay past go-live
The first weeks of real submissions surface what testing never does. We watch completion rates, failed writes and data quality, then tune — and extend the same architecture as new processes arrive.
Where this sits in the wider Titan and Salesforce practice
This page covers the capture layer. Start with the platform overview for the whole suite, then go deeper on the part your process needs.
Titan document generation and form automation
The pillar overview of the Titan suite on Salesforce — forms, portals, document generation, automation and e-signature in one place.
Titan Docs consulting and implementation
The companion service for the document layer: templates, data merge, conditional content and e-signature generated from Salesforce records.
Titan and Salesforce integration
How the Titan suite connects to a Salesforce org, and what the integration surface covers across objects and automation.
Salesforce integration services
Connecting Salesforce to the systems around it, so data captured on a form reaches finance, billing and operations without a manual bridge.
Salesforce form builders compared
How FormAssembly, Formstack, Titan and 123FormBuilder differ — useful if you are still choosing rather than implementing.
Salesforce support and managed services
Ongoing administration and enhancement to keep forms, automation and integrations healthy after the implementation closes.
Salesforce consulting services
The parent practice: architecture, implementation and optimization across the wider Salesforce platform.
Book a Titan Forms consultation
Talk through your capture and intake workflows with a Salesforce and Titan Forms specialist before committing to a scope.
Titan Forms consulting and implementation, answered
Titan Forms is a no-code form and portal product that runs natively on Salesforce. It reads live data from standard and custom objects into a form, and writes submissions back in real time — creating, updating or relating records without exporting data or writing code. Because the connection is bi-directional, a single form can read from and write to several objects in one submission, which is what separates it from a form builder that simply posts data somewhere.
A full engagement covers business and requirements discovery, current-state assessment, solution architecture, Titan Forms configuration, form and experience design, Salesforce integration and data mapping, workflow and automation, customization where configuration cannot reach, testing and validation, user training, deployment, and post-implementation support and optimization. Twopir Consulting takes responsibility for the whole capture layer — the platform, the data model underneath it, the automation that follows a submission, and the people who use it.
It depends on how many forms are in scope, how many objects each submission touches, and the state of your Salesforce data model. A focused first use case — one high-value intake process, writing cleanly to Salesforce with routing and notification — is typically live in a matter of weeks. A broader rollout across multiple teams, portals and record types is phased over a longer period. We scope it during discovery and deliberately sequence one working process first, because that is what proves the architecture before it is repeated.
Yes, and it is a common starting point. Titan Forms can be live and still creating work if the field mapping is incomplete, records are not matched before the write, conditional logic has been rebuilt as a dozen near-identical forms, or nothing happens automatically after submission. We assess the existing build, fix the mapping and matching architecture, consolidate duplicate forms, add the automation that was missing, and improve adoption — usually without starting over.
Web-to-Lead is included with Salesforce and creates Lead records from a posted HTML form. Salesforce caps web-generated leads at 500 in any 24-hour period, the form cannot read existing data, it cannot update records, and it cannot accept file uploads. Titan Forms writes to any standard or custom object, can update as well as create, prefills from live records, handles files and payments, and keeps conditional logic and validation declarative. If a form's only job is to create a Lead and you are inside the daily limit, Web-to-Lead is adequate; beyond that, the gap widens quickly.
Those are separate modules of the same Titan platform: Titan Docs generates documents from Salesforce data, and Titan Sign handles e-signature. Titan Forms is the capture layer that feeds them — a submission creates or updates the record, and generation can then be triggered from that record through Salesforce Flow. We frequently deliver the two together, and when document generation is the primary requirement the relevant service page is Titan Docs consulting and implementation.
That is how we scope the engagement. Most of what a business changes month to month — questions, branching, validation, routing, new forms — is declarative, and we train your administrators to do it. We deliberately keep custom code to the narrow set of requirements that genuinely need it, and document what it does, so the parts your team cannot change alone stay small and known rather than accumulating quietly.
Next Step
If your team is still re-keying form data, this is the right conversation
Twopir Consulting helps organizations plan, implement, integrate, customize and support Titan Forms on Salesforce — so a submission becomes a correct record, and the process that follows runs on its own.
Speak with a team that understands Salesforce, Titan Forms and data capture architecture
