Enterprise Forms for Salesforce & HubSpot

Enterprise teams waste 15+ hours weekly on data entry when using disconnected form solutions. This article shows you how 123FormBuilder’s enterprise forms integrate seamlessly with Salesforce and HubSpot to eliminate data silos, automate workflows, and drive higher conversions.

Why Enterprise Forms Need CRM Integration

Enterprises deal with large-scale data collection and complex workflows daily. Without CRM-integrated forms, managing customer data efficiently becomes a challenge.

Common Challenges of Disconnected Forms

• High Data Volume – Processing thousands of form submissions daily is difficult without automation.
• Complex Workflows – Many enterprises require multi-stage approvals and conditional routing.
• Security & Compliance – Meeting strict GDPR and HIPAA security mandates is critical.
• Integration Gaps – Forms must connect with existing systems to avoid data silos and inefficiencies.

123FormBuilder: A Powerful Solution for Salesforce and HubSpot Integration

123FormBuilder stands out as a secure form builder platform that offers seamless integration with both Salesforce and HubSpot. Here are some key capabilities that make it an indispensable tool for enterprises.

123FormBuilder’s Salesforce Integration

123FormBuilder allows for real-time data syncing with Salesforce, ensuring that all form submissions are instantly captured and updated in your CRM. This eliminates manual data entry, reducing errors and increasing productivity.

Salesforce Object Mapping

Unlike basic Web-to-Lead forms, 123FormBuilder enables:

• Web-to-Anything: Map forms to any Salesforce object, including custom objects.
• Multi-Object Mapping: Create or update multiple objects from a single form submission.
• Bi-Directional Sync – Push form data into Salesforce and prefill forms with CRM data.
• Dynamic Prefill:  Reduce input errors by auto-filling forms with existing Salesforce records.

Salesforce-Specific Features

Lightning Component – Embed forms directly in Salesforce Lightning pages.
Experience Cloud Integration – Place forms inside Salesforce communities for customer self-service.
Flow Automation – Trigger Salesforce workflows based on form submissions.
Custom Button Actions – Create custom actions that automate form-related processes.

123FormBuilder’s HubSpot Integration

For organizations using HubSpot, 123FormBuilder offers smooth integration to enhance marketing, sales, and customer interactions.

HubSpot Contact Management

123FormBuilder makes managing HubSpot contacts more efficient by automatically creating and updating contacts with every form submission. You can easily map form fields to HubSpot custom properties for accurate data storage, add contacts to specific lists based on their responses, and move them through the sales funnel by updating their lifecycle stage automatically.

Auto-Create & Update Contacts – Every form submission can create or update contacts in HubSpot.
Custom Property Mapping – Match form fields to any HubSpot custom property for accurate data storage.
List Enrollment – Add contacts to specific lists based on form responses.
Lifecycle Stage Updates – Automatically move contacts through the HubSpot sales funnel.

HubSpot Marketing Features:

• Form Analytics Integration: While 123FormBuilder allows form submissions to be sent to HubSpot, tracking form performance directly within HubSpot dashboards isn’t a native feature. However, you can monitor form submissions within 123FormBuilder’s analytics.
• Campaign Attribution: By integrating forms with specific HubSpot campaigns, you can enhance tracking and associate form submissions with particular marketing efforts.
• Workflow Triggers: Form submissions can initiate HubSpot workflows, automating processes like lead nurturing or internal notifications.
• Email Personalization: Data collected from forms can be used to personalize HubSpot email campaigns, tailoring content to individual recipients.

HubSpot Sales Integration:

• Deal Creation: Form submissions can automatically generate new deals in HubSpot, streamlining the sales pipeline.
• Meeting Scheduling: While 123FormBuilder doesn’t natively support calendar bookings, integrating with tools like Calendly can facilitate meeting scheduling, and the data can be synced with HubSpot.
• Sales Notifications: Sales teams can receive alerts when high-value leads submit forms, enabling prompt follow-up.
• Quote Generation: Form data can be utilized to create quotes within HubSpot, though this may require additional setup or third-party tools.

To implement these integrations, 123FormBuilder utilizes platforms like Zapier, which facilitate the connection between 123FormBuilder forms and HubSpot. This setup allows for automation of tasks such as creating or updating contacts, deals, and triggering workflows based on form submissions. It’s important to note that while many features are supported, some advanced functionalities might require additional configuration or third-party services.

Key Enterprise Form Features in 123FormBuilder

Beyond integration, 123FormBuilder offers advanced features tailored for large-scale enterprise operations.

• Conditional Logic: Forms can be set up with conditional logic to dynamically change based on user responses, ensuring that only relevant questions are asked.
• Multi-Page Forms: Long forms can be broken down into multiple pages, improving user experience and increasing completion rates.
• Mobile Optimization: All forms are optimized for mobile devices, ensuring that customers can easily interact with your business from anywhere.
• Real-Time Calculations:  Instantly compute pricing, scoring, and price quotations within forms for accurate and efficient results.
• Save & Resume: This feature allows users to pause and complete forms later and is especially valuable for longer, more detailed forms, improving user satisfaction and reducing form abandonment rates.

Enterprise Administration

123FormBuilder offers robust enterprise administration features to help you manage and control your forms more effectively:

User Management – Set role-based access controls for security.
Approval Workflows – Enable multi-step review and approval processes.
Form Templates – Standardize forms across departments and teams.

Enterprise-Grade Analytics

Our advanced enterprise analytics empower you to enhance form performance and achieve better business results. With tools like conversion tracking, abandonment analysis, and customizable reports, you gain deep insights into user behavior, enabling smarter, data-driven decisions.

Conversion Tracking – Monitor form performance and identify optimization opportunities.
Abandonment Analytics – See where users drop off before submitting.
Custom Reports – Create executive reports to measure efficiency.

Security & Compliance with 123FormBuilder

123FormBuilder offers robust data protection with top-tier security measures such as end-to-end encryption, ensuring that your data remains secure both at rest and in transit. With data residency options, you can choose where your data is stored to meet compliance requirements. Sensitive fields, such as payment information, benefit from additional protection through field-level encryption.

For compliance, 123FormBuilder is HIPAA-compliant, offering a Business Associate Agreement (BAA) for healthcare organizations, and features built-in tools to assist with GDPR user consent and data requests. It is also ISO 27001 certified, ensuring industry-leading security controls, and undergoes regular audits for SOC 2 Type II certification. Enterprise security features include Single Sign-On (SSO) integration, two-factor authentication (2FA) for stronger account protection, IP restrictions to limit access by location, and audit logs to track system activity for compliance monitoring.

Final Thoughts

Whether you’re looking to improve sales processes in Salesforce or nurture leads in HubSpot, 123FormBuilder Enterprise helps you achieve your goals.

Load more...