Best Forms Automation Software for Salesforce
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Compare the Top Forms Automation Software that integrates with Salesforce as of September 2025
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This a list of Forms Automation software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Forms Automation Software for Salesforce?
Forms automation software is a type of software used to streamline various organizational processes. It can help automate the creation and distribution of forms, as well as the collection and analysis of data from those forms. It typically includes features such as search capabilities, integration with other systems, automated notifications, and customizable templates. These tools can help organizations save time and money by reducing manual tasks associated with form processing. Compare and read user reviews of the best Forms Automation software for Salesforce currently available using the table below. This list is updated regularly.
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1
Resco Inspections+
Resco
Resco Inspections+ is an advanced mobile forms solution crafted for teams that need reliable data collection—especially if current paper processes or mobile tools aren’t meeting your standards for flexibility and versatility. Inspections+ lets you seamlessly convert audits, inspections, surveys, and checklists into digital formats that enhance safety, compliance, and ease of use. With seamless Dynamics 365, Power Platform, Business Central, or Salesforce integration, Inspections+ brings critical CRM/ERP data right to the field. Its offline-first architecture ensures that technicians, auditors, frontline workers, and inspectors can capture and update data even without internet access, whether on remote construction sites, oil rigs, garages, or in densely populated urban areas with inconsistent connectivity. The platform also includes an advanced questionnaire designer with smart questions, business logic, rules, and media capture, allowing full customization without coding skills.Starting Price: $55/month per user -
2
EasySend
EasySend
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.Starting Price: Contact Sales -
3
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
4
Docubee
Docubee
Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.Starting Price: $9 per month -
5
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
6
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
7
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
8
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
9
Alpha TransForm
Alpha Software Corporation
The Alpha TransForm no-code app builder lets anyone create cross-platform mobile apps. The software offers unmatched speed, power, and flexibility in the no-code segment, and doesn’t require programming knowledge. Apps can leverage smartphone features (GPS, photos, bar code scanning, audio, digital ink, etc.), and integrate with existing databases and software. Whether you’re looking to collect more accurate data or streamline workflows, Alpha TransForm lets you design, build, and deploy mobile apps with ease: - pre-built app templates you can customize - powerful analytics engine with dashboards you can customize - built-in offline operation - a programming language for adding advanced capabilities - scale-able, secure and reliable cloud deployment. Developers can use Alpha Software's complimentary low-code platform (Alpha Anywhere) which integrates with Alpha TransForm, to build more advanced mobile apps and web apps.Starting Price: $30/User/Month -
10
Alpha Anywhere
Alpha Software Corporation
Alpha Anywhere is the only development platform with both low-code and no-code capabilities. Developers can rapidly create secure, cross-platform mobile and web business apps. Alpha leads in offline development, ensuring that data can be captured AND accessed (database lookups/media file retrieval) offline. A powerful bi-directional API can integrate with existing systems of record and workflows, tie into web services, and meet advanced security requirements. Offers: - pre-built templates - full-stack development - sophisticated analytics/dashboards - full-stack development - scale-able, secure, and reliable cloud deployment Professional developers and citizen developers can use the Alpha TransForm mobile forms builder to digitize paper forms in minutes. Offers offline operation, built-in analytics, and unmatched speed, power, and flexibility in the no-code segment.Starting Price: $0 -
11
Zoho Forms
Zoho
Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.Starting Price: $10.00 per month -
12
SurveyMonkey
SurveyMonkey
A global leader in survey software. 20 million questions answered daily. Keep a competitive edge by truly understanding the voice of your customers. Customer satisfaction surveys help you connect at multiple touchpoints to find out exactly what your customers want, need, and expect. Learn what’s working and what’s not directly from your employees. Measure employee satisfaction, conduct 360 reviews, or even send out compliance quizzes. Whether you’re in HR or a team lead, employee surveys help you get the answers you need. Tap into what the world is thinking—whenever you want. Market research surveys make it easy to get opinions from potential and existing customers, test concepts, measure brand awareness, and more. Join the 98% of the Fortune 500 who rely on SurveyMonkey for People Powered Data.Starting Price: $25 per user per month -
13
SurveyLab
SurveyLab
SurveyLab is online survey software built for Customer Experience, Marketing, Human Resources, and Digital teams. It is used by over 85,000 customers in 65 countries. It provides real-time feedback, multi-user, and multi-language support, advanced analytical tools, branding, integration, and more. System provides full support for Customer Satisfaction Surveys, NPS, CES, Market Research, 360 Feedback, Employee Engagement, Employee Satisfaction, Pulse Surveys, Intercept surveys, Mystery shopping, Online Tests, Online Forms, Online Voting, and more.Starting Price: $49.00/month -
14
Cognito Forms
Cognito Forms
Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.Starting Price: $19 per month -
15
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
16
PerfectApps
PerfectApps
PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. With our no-code development platform, you can: • Build & deploy web apps, web forms and reports • Automate simple or complex workflows • Send automated notifications and escalations • Create impressive drill down reports with data grids, graphs, & charts • Get full visibility to your workflow processes • Integrate with LDAP, databases and other 3rd party apps • Host in the Cloud or on your serversStarting Price: $500 per month -
17
Integrify
Integrify
Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account ManagerStarting Price: $30/mo/user -
18
Formstack
Formstack
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
19
pdfFiller
pdfFiller
pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data.Starting Price: $8.00/month/user -
20
Gravity Forms
Rocketgenius
Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.Starting Price: $59 per year -
21
WP Fluent Forms
WPManageNinja
WP Fluent Forms - Make Effortless Contact Forms In Minutes! Your WordPress forms are just a few clicks away. Select your form fields, click on them or just drag & drop them to the editor, put some dynamic conditional logics if necessary, and voila! You got your unique, super rich form. The experience of creating an online form has never been so fluent. The intuitive design of WP Fluent Forms puts all the tools right where you need them! Our powerful drag & drop contact form builder allows you to easily create WordPress contact forms and other online forms in just a few minutes without writing a single line of code. Building forms is now easier for you than writing and drawing it on a piece of paper! WP Fluent Forms offers 3 form templates that are already designed for you, so that you don’t have to plan, design and create a form from scratch. Most used forms like Contact Form, Support Form and Event Registration Form are ready to use for you, anytime!Starting Price: $59 per year -
22
Kissflow
Kissflow
Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations. We help solve two main challenges in the enterprise: The first is the custom application backlog. Enterprise IT teams say “not now” to most custom application requests from business teams. While important to a department, they aren’t vital enough to engage limited IT bandwidth. Kissflow gives internal developers a hyper-fast platform to build various applications quickly. The second is starting a citizen development program. Process owners are scattered throughout the organization and need a standard, approved, and governed way to build automated applications that are a step up from spreadsheets. With its simple no-code design, patented rules engine, and comprehensive governance module,Starting Price: $1500 per month -
23
FastField Forms
Quickbase
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.Starting Price: $20.00/month/user -
24
POWR
POWR
Forms, popups, countdown timers, sliders, media galleries, ecommerce, social media feeds/icons and much more. No coding necessary. The secret sauce for having an amazing eCommerce business isn’t so secret after all. Most business owners, consultants, and experts will tell you that the secret is the ability to generate leads, make sales, and support current customers so they keep coming back. While the “what” of success is direct and explicit, the “how” is as clear as mud. Furthermore, deciding what’s more important is a debate that has gone on for ages, and will probably, almost certainly continue for the foreseeable future.Starting Price: $0 -
25
Device Magic
Device Magic
Device Magic is a mobile forms software and data collection app that replaces unreliable paper forms with customizable mobile forms. Build your digital forms using our simple drag-and-drop online form builder. Deliver accurate data from the field to the office in real-time. Collect data without an Internet connection using your own mobile devices. Deliver data in whatever format you choose. Integrate with the business tools you're already using, like Box, Slack, SQL, OneDrive, Zapier and more.Starting Price: $25 per user per month -
26
Ninja Forms
WP Ninjas
The Drag and Drop WordPress Form Builder. Form building simplified. Beautiful, user friendly WordPress forms that will make you feel like a professional web developer. Not a tech person? No problem. No coding skills required. You can design beautiful, complex forms like a pro with a dedicated support team at your back. Drag and drop fields. Easy row and column layouts. Multi-page forms. Conditional forms. You don't have to be a designer to create forms that will blend beautifully with your WordPress website. Let users upload files. Send or export submissions as PDFs, Excel files, even Google Sheets. Send email from any form to just the people that need it. You don't need to be (or hire!) a developer. You can accept PayPal and credit card payments securely and easily from any of your WordPress forms. Single payments or subscriptions, fixed, variable, or user entered amounts. Give your customers or donors all the options, or just one!Starting Price: $99 per year -
27
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
28
Gavel
Gavel
Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.Starting Price: $83 per month -
29
Collect.chat
Collect.chat
Collect.chat is always ready to answer any of your customers' questions. It doesn't need breaks, coffee breaks, or even lunch breaks! The Collect.chat bot will be with you all the time - day and night, weekday and weekend, all year round! No matter how many customers you have, Collect.chat can take care of them all! Along with never-ending patience and politeness, Collect.chat will provide customers with a tailored experience each time they visit your website! Since our chatbot is constantly interacting with visitors proactively, they are more likely to enter their information. We provide you with insights about the conversion along with their data! You'll save on acquisition costs as Collect.chat will cut down the time and money spent on sourcing for leads, which often leads to disappointed customers and wasted money. The chatbot qualifies and converts your visitors into customers by engaging them in a conversation rather than filling boring forms.Starting Price: $14.00/month -
30
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month