Top 5 Form and Survey Tools that Integrate with Salesforce

Salesforce is the world’s largest customer relationship management (CRM) platform. Businesses use it for streamlining business processes through improved sales, marketing, and customer service flows. If your company relies on Salesforce platform to drive business growth, but you're looking to collect survey data or leads via a third-party form software, it is essential that this form tool natively integrates with Salesforce.

Why use a third-party form builder for Salesforce?

While Salesforce offers native form building options, its functionality and design customisation are limited, which is typical for CRMs. Professional form builders provide a faster, more user-friendly way to both create and manage forms. They often include features like AI-powered form creation, advanced design customisation, conditional logic, and integrated systems with other platforms like Notion or Slack. By syncing directly with Salesforce, third-party builders allow you to collect leads, feedback, or internal data through beautifully designed forms, while keeping your CRM up-to-date with real time integrations.

In this article you will find a detailed overview of five form builders that let you send collected data to Salesforce. Some of these form building tools heavily monetise this feature but provide advanced integration options. Others are lighter on the integration architecture front, but  offer more functionality as well as the integration itself for free. So, let's go!

Typeform

Typeform is great for creating engaging, conversational forms. Its sleek, conversational interface makes filling out forms enjoyable, which can lead to higher completion rates. The tool also offers robust integrations with various third-party tools and provides detailed analytics to track responses.

However, it can be expensive, especially for advanced features. Moreover, its strong emphasis on visual aspect comes at the expense of deeper customisation, making it less suitable for building complex or highly tailored forms.

Pros

• An extensive library of well-designed templates tailored for specific use cases.
• The conversational format encourages engagement, particularly in lead capture scenarios.
• AI-powered form generation: Users can describe their form in natural language and generate a layout automatically.

Cons

• High pricing tiers: even the Basic plan comes with usage limits and Typeform branding. More advanced features and response volume require expensive upgrades.
• Design customisation options are somewhat restricted. So if you're looking for granular design tweaks, you may find the platform limiting.

Pricing

• Basic Plan: €25/month - limited responses, includes Typeform branding
• Plus Plan: €55/month - increased limits, some branding control
• Business Plan: €89/month -full branding removal, priority support, advanced integrations

Typeform Salesforce Integration

Typeform offers native Salesforce integration, enabling users to create seamless connections between form responses and CRM records. Once connected, form submissions can automatically trigger actions in Salesforce—such as creating or updating contacts, logging support cases, or initiating personalized follow-up sequences.

Key features include:

• Data mapping: Match Typeform responses to specific Salesforce fields and objects.
• Workflow automation: Automatically insert or update contacts or records, reducing manual data entry and ensuring CRM accuracy.
• Lead personalisation: Use response data to tailor CRM-driven communication and segmentation strategies.

Weavely

Weavely is an AI-powered form builder created for teams who need to move fast without compromising on form quality. Whether you're gathering product feedback, capturing leads, or organising onboarding workflows, Weavely simplifies the process: just describe your form, and it builds and styles it instantly.

The tool also offers a (very!) generous free version, as well as affordable pricing plans (in fact, it's just one tier).

Pros

• Highly efficient AI form generation and styling.
• Advanced form features: includes complex conditional logic, answer piping, HTML embeds, and more.
• Unlimited forms and submissions at no cost, and generous free tier overall
• Built-in AI analytics to help you analyse large sets of data, find trends and patterns

Cons

• No native payment processing: if you're collecting payments, you'll need to route through external tools for now.

Pricing

• Free Plan: Unlimited forms, submissions, AI features, and integrations
• Pro Plan: €20/month (remove Weavely branding and use your custom domain)

Weavely  Integration with Salesforce

Weavely natively integrates with Salesforce, with this feature being available on the free plan! The setup is quick and intuitive, reflecting the platform’s broader goal of delivering enterprise-level functionality with minimal friction.

Here’s how it works:

1. Connect your Salesforce account directly within the Weavely interface.
2. Choose a Salesforce object (e.g., lead, contact, opportunity) to create upon each form submission.
3. Map form fields to the corresponding Salesforce fields, ensuring your data flows into the right place.

While the integration currently supports record creation only (not updates), it covers the most common use cases for lead collection and CRM onboarding. And crucially, Weavely allows you to connect with Salesforce without gating it behind expensive plans.

123 Form builder

With 123 Form builder you can build everything from customer order forms to workplace management flows, with support for logic rules, HIPAA compliance for sensitive data, and an easy-to-use integration with Salesforce platform. However, as it often is, the tool's greatest features are locked behind the paywall.

Pros

• You get a solid mix of form elements: beyond the basics, there’s enough here to cover marketing, HR, and admin needs.
• Integrations are generally good and easy to implement, including Salesforce.
• It’s great for large teams, with features like account management, folders, and user-level control.

Cons

• The free plan is very limited: just 5 forms and 100 entries a month.
• Salesforce integration is only available at the Enterprise level ($225/month).
• Some users report that large forms load slowly and that editing elements can feel clunky.
• The UI/UX could be more intuitive
• No AI-powered form creation

Pricing

• Free plan: basic features with 5 forms and 100 entries/month.
• Gold plan: $37/month (still has a limit on the number of forms and logic rules used per form)
• Platinum plan:. $49/month
• Diamond plan: $99/month
• Enterprise plan: $225/month

123 Form builder Salesforce Integration

123FormBuilder offers a well-rounded integration with Salesforce. While only available on premium plans, the integration supports robust automation, advanced mapping, and compliance standards.

Key capabilities:

• Two-way data sync: Push form data to Salesforce and prefill forms with existing CRM records
• Map form fields to both standard and custom Salesforce objects (leads, contacts, opportunities, etc.)
• Automatically create or update records, trigger tasks, and notify team members
• Designed for teams handling complex operations with high data security requirements

Fillout

Fillout positions itself as a comprehensive online form builder that combines advanced functionality with flexible design customisation. The tool also offers AI form generation, which is a nice bonus for teams that prioritise speed and efficiency.

Pros

• User-friendly interface with intuitive setup for logic and conditional flows.
• Strong design flexibility for customising form appearance and layout.
• Broad integration ecosystem.
• AI form generation to streamline the form creation process.

Cons

• Tiered access to key features: analytics and other core tools are gated behind higher pricing plans.
• Integration with Salesforce is only available in the Enterprise plan ($250/month)
• Compliance limitations: Fillout is GDPR-compliant but currently does not support HIPAA requirements.

Pricing Overview

• Free Plan: Unlimited forms, up to 1,000 responses/month
• Starter Plan: $19/month
• Pro Plan: $49/month
• Business Plan: $89/month
• Enterprise Plan: $250/month

Fillout Salesforce Integration

Fillout offers a robust connection with Salesforce. The integration supports both record creation and updates, making it a strong fit for sales and customer success teams.

Key features include:

• Automatically add new form entries as Salesforce leads
• Create and populate custom Salesforce objects from submissions
• Enrich or modify existing records based on incoming data
• Automatically schedule follow-up tasks and reminders tied to form activity

Formstack

Formstack is an enterprise-grade platform designed to streamline business processes through automation. At its core is a robust form builder designed for advanced data capture and management. It’s particularly well-suited for organisations that need more than just a basic form, but think secure workflows, compliance, and system-wide integrations.

Pros

• Supports workflow automation and complex data management
• Powerful analytics and reporting features
• Suitable for complex forms that require various integrations and security compliance

Cons

• No free version and high pricing
• Limited form design capabilities
• Not the most intuitive interface, the set-up may seem complex for new users
• Slow support

Pricing

• Forms plan: $99/month, only includes digital data collection
• Suite plan: $299/month, includes a bundle all of Formstack’s tools
• Enterprise plan: a custom plan with price tailored for the client's case

Formstack Salesforce Integration

Formstack offers a technically robust data integration with Salesforce, available only on its Enterprise plan. Users authenticate within the platform using their Salesforce credentials and security token, then map form fields to standard or custom objects like leads, contacts, or opportunities.

Key capabilities include:

• Record creation and updates via field mapping and upsert (insert + update) logic
• Multi-object mapping from a single submission
• Advanced analytics with A/B testing, partial submissions, and drop-off tracking

While feature-rich, the integration has a steeper setup curve and is best suited for Salesforce-savvy teams managing complex data flows.

Frequently Asked Questions

Can I use free plans of these form builders with Salesforce integration?

Most tools don't offer Salesforce integration on their free tiers. However, Weavely allows you to send data to Salesforce for free. Tools like 123FormBuilder or Fillout reserve it for premium or enterprise-level plans. Always check what’s included before committing.

What kind of data can I send from a form to Salesforce?

Most integrations allow you to:

• Create new leads or contacts
• Update existing Salesforce records
• Map form fields to custom or standard Salesforce objects
• Trigger workflows like tasks, reminders, or email sequences

Some platforms even allow multi-object updates or automation based on conditional logic.

Do I need a developer to set up the Salesforce data integration?

Generally, no. Most modern form builders, like Weavely or Typeform, offer a guided setup with user-friendly interfaces for connecting and mapping fields. However, if your use case involves complex workflows or custom objects, considering that Salesforce user interface is not the most intuitive, some technical input may help.

Can I update existing Salesforce records using form submissions?

Some platforms, like Fillout and Typeform, support both creating and updating records. Others, like Weavely, currently support only record creation (but make setup extremely easy). Always check whether the platform supports "upserts" if this functionality is critical.

Is form data stored in Salesforce or just synced to it?

In most cases, form data is synchronised. It’s first captured by the form builder, then pushed into Salesforce through a data synchronization process. This ensures your CRM remains up to date without requiring manual entry. Depending on the platform’s settings, the original data may still be stored in their dashboard as well.

Which form builder offers the best value for Salesforce users?

It depends on your team’s size, budget, and technical needs. For example:

• Weavely: Best for agile teams needing free Salesforce integration and fast setup
• Fillout: Great for users wanting deep customisation and multi-object sync
• 123FormBuilder: Ideal for enterprise-level Salesforce setups with compliance needs

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