Salesforce for Media Operations

Enhance your digital media operations by combining Salesforce‘s robust media solutions with 123FormBuilder’s intuitive online forms, creating streamlined workflows that simplify content submissions, automate advertising bookings, and boost audience engagement through interactive web forms and surveys that seamlessly integrate with your CRM data. 

Salesforce for Media Operations

Trusted by 35,000+ clients, from small businesses to large enterprises

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Streamline Your Media Workflows with 123FormBuilder & Salesforce

Seamless Data Integration
Seamless Data Integration

Feed data in Salesforce with automated record creation and updates. Map form submissions directly to project tracking and opportunities. Benefit from bi-directional data flow, allowing you to both push form data to Salesforce and pull Salesforce data into your forms.

Smart Dynamic Prefill
Smart Dynamic Prefill

Create personalized experiences with intelligent form prefill capabilities through URL-based prefill for targeted campaigns, real-time data retrieval from Salesforce, multiple record lookup and cross-referencing, and automated form population based on user input.

Streamlined Content Management
Streamlined Content Management

Combine the power of Salesforce’s media solutions with 123FormBuilder’s versatile form building capabilities to create seamless workflows for content creation, advertising management, and audience interaction. 

Enhanced Advertising Operations
Enhanced Advertising Operations

Streamline your advertising operations with automated ad booking forms that seamlessly integrate campaign performance tracking and billing workflows, allowing you to efficiently manage the entire process from initial placement through performance measurement and payment processing.

Secure Your Process Automation with Forms!

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Advanced Capabilities for Media Workflows

Media-Specific Solutions
Media-Specific Solutions

123FormBuilder’s Salesforce integration streamlines media organizations’ content submissions, distribution workflows, and rights management, enhancing security, compliance, and visibility of their content lifecycle.

Advanced Form Builder
Advanced Form Builder

Create media-specific forms with our drag-and-drop builder. Design custom workflows for content submission, media licensing, and advertising requests. Our advanced features include conditional logic, file upload capabilities, electronic signatures, and seamless Salesforce data mapping. 

Secure file uploads for media assets
Secure File Uploads for Media Assets

Handle large media files with confidence using our enterprise-grade secure upload system. Seamlessly integrate with Salesforce Media Cloud to manage digital assets, maintain version control, and streamline content distribution workflows. Set custom file size limits, define accepted formats, and enable bulk uploads for efficient media management. 

Custom Branding & White-Labeling Options
Custom Branding & White-Labeling Options

Create professionally branded media forms and submission portals with customizable themes, logos, colors, and fonts, offering white-label options for advertising clients, content partners, and subsidiaries, integrating seamlessly with existing website design and Salesforce compatibility. 

Ready-to-Use Form Templates for Media Workflows

Ready to Transform Your Media Operations?  
We’d love to show you what 123FormBuilder can do for you.

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Secure Medical Forms

Healthcare organizations need secure medical forms to protect patient data and streamline workflows. 123FormBuilder helps hospitals, clinics, and healthcare professionals collect and manage PHI while ensuring HIPAA compliance.

Secure Medical Forms

Trusted by Leading Healthcare Providers

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Why Healthcare Providers Trust 123FormBuilder

123FormBuilder is designed to help medical organizations simplify data collection while maintaining high-security standards. Whether you’re gathering patient intake forms, consent documents, appointment requests, or medical history records, our platform ensures that all data is handled securely and efficiently.

  • 100% secure & encrypted form submissions
  • HIPAA-ready infrastructure for healthcare organizations
  • Integration with EHR, CRM, and cloud storage systems
  • Mobile-friendly, responsive forms for patients & staff
Uncompromising Security Standards

Key Features of 123FormBuilder’s Secure Medical Forms

End-to-End Data Encryption
End-to-End Data Encryption

All healthcare forms are encrypted in transit and at rest, ensuring PHI is protected from unauthorized access.

Auto Data Deletion for HIPAA
Auto Data Deletion for HIPAA

To enhance data security, all submitted PHI is automatically deleted after five days. This minimizes exposure risks while keeping your organization compliant with privacy laws.

Encrypted PHI Notifications
Encrypted PHI Notifications

Receive secure form submission notifications that are only accessible through a protected email portal, ensuring patient information is shared safely.

Real-Time Data Collection & Analytics
Real-Time Data Collection & Analytics

Monitor form submissions, track patient interactions, and gain insights to improve your healthcare processes.

Two-Way Salesforce Integration
Two-Way Salesforce Integration

With 123FormBuilder’s two-way integration with Salesforce, all collected leads and patient data are automatically sent to your system, keeping records up to date and ensuring efficient follow-ups.

Integration with Healthcare Systems
Integration with Healthcare Systems

Easily connect 123FormBuilder with EHR platforms, CRM systems, cloud storage (Google Drive, Dropbox), and other medical software to streamline patient data management.

Strict HIPAA Data Retention Policy for Maximum Security

At 123FormBuilder, we follow a rigorous HIPAA Data Retention Policy to protect patient privacy and prevent unauthorized access to sensitive medical records.

  • All submitted PHI is permanently deleted five days after submission
  • Daily encrypted backups are provided to maintain data accessibility
  • Secure notifications ensure PHI is transmitted safely

These measures reduce the risk of data breaches while ensuring that healthcare professionals maintain access to critical patient information.

Strict HIPAA Data Retention Policy for Maximum Security

Essential Secure Medical Forms for Healthcare Providers

123FormBuilder offers a range of customizable, secure medical forms to enhance patient interactions while ensuring HIPAA compliance. Here are some of the key forms designed to enhance your practice’s efficiency and maintain patient privacy:

Browse Medical Form Templates

Start Collecting Healthcare Data Securely Today

With 123FormBuilder, you can quickly build secure, compliant medical forms that protect patient privacy and simplify data collection. Whether you’re managing patient intake, medical research, or consent documentation, we provide a fast, reliable, and secure way to handle sensitive healthcare information.

Start building secure healthcare forms today and experience the easiest way to collect and manage PHI while ensuring compliance.

Take the next step toward secure, compliant medical data collection!

Schedule a Demo
Start Collecting Healthcare Data Securely Today

Frequently asked questions

Is 123FormBuilder HIPAA compliant?

How does the automated data deletion policy work?

Can I integrate 123FormBuilder with my existing healthcare software?

Are my form submissions encrypted?

Automate patient data collection and improve compliance with a secure, integrated Salesforce solution.

Schedule a Demo

Salesforce for Marketing

Marketing teams need more than just forms – they need a complete data collection system that works directly within their Salesforce environment. 123FormBuilder delivers exactly that. Turn form submissions into qualified leads while running data-driven campaigns at scale!

Salesforce for Marketing

Marketing Teams That Count On 123FormBuilder

Glacial Multimedia Mighty Hive Vortala Digital Hibu Long Drive Agency

Why Marketing Teams Choose 123FormBuilder for Salesforce

Real marketing workflows, real results with 123FormBuilder and Salesforce for marketing automation

Native Salesforce Integration
Native Salesforce Integration

Build sophisticated marketing forms and surveys directly in Salesforce. Map form fields to any Salesforce object – standard or custom. Maintain your Salesforce security standards with SSO and role-based permissions.

Campaign Acceleration
Campaign Acceleration

Create gated content forms that automatically populate marketing lists. Deploy event registration forms that sync attendee data to Salesforce campaigns. Generate qualified leads with smart forms that adapt based on user input.

Enterprise-Grade Form Building
Enterprise-Grade Form Building

Design mobile-responsive forms with your brand guidelines. Use conditional logic to show or hide fields based on user responses. Implement custom validation rules to ensure data quality with Salesforce for marketing departments.

Simple Marketing Automation
Simple Marketing Automation

Trigger Salesforce marketing journeys from form submissions. Route leads to the right sales teams based on form responses. Update campaign member statuses automatically with marketing automation for Salesforce.

Lead Generation Efficiency
Lead Generation Efficiency

Create dynamic lead capture forms. Score leads based on form responses and create strong lead generation lists. Route high-value prospects to sales instantly with 123FormBuilder and Salesforce for marketers.

Event Management
Event Management

Handle registrations for webinars and conferences with ease. Manage attendee communications through Salesforce for marketing and sales. Track event ROI with built-in reporting and optimize commerce processes.

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Enterprise-Ready Features for Salesforce for Marketing

Security & Compliance
Security & Compliance

Data privacy is our priority. Our forms are GDPR & CCPA-compliant, ensuring secure data collection. With end-to-end encryption and AWS hosting, we protect submissions, maintain confidentiality, and uphold security standards.

Scale & Performance
Scale & Performance

Built for high-volume data collection, our platform handles thousands of submissions while maintaining speed and reliability. Perfect for marketing campaigns, patient registrations, and enterprise surveys.

Enterprise Support
Enterprise Support

We provide dedicated enterprise support to help businesses optimize workflows. A dedicated success manager ensures smooth onboarding and ongoing success, while priority technical support guarantees rapid issue resolution.

Top Marketing Form Templates for Salesforce

Transform your marketing operations with 123FormBuilder for Salesforce!

Schedule a Demo

Salesforce for Insurance Forms Automation

Managing insurance forms should be effortless, secure, and fully connected to your workflow. With 123FormBuilder’s two-way integration with Salesforce, you can collect and manage insurance data without manual entry, guaranteeing accuracy, efficiency, and compliance.

Salesforce for Insurance

Insurance Companies That Count On 123FormBuilder

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Why Choose 123FormBuilder for Salesforce?

Data Security You Can Trust
Data Security You Can Trust

Insurance forms often contain sensitive information, making security a top priority. 123FormBuilder, secured by Kiteworks, ensures that all data is encrypted, protected, and compliant with industry standards so your clients’ personal information stays safe.

Automation That Saves Time
Automation That Saves Time

Automate form submissions, approvals, and document generation. Eliminate repetitive tasks and reduce errors by letting Salesforce handle your workflows while 123FormBuilder captures and delivers the data instantly.

Two-Way Integration with Salesforce
Two-Way Integration with Salesforce

Forms don’t just send data to Salesforce – they also pull information from it. With dynamic prefill, you can auto-complete fields with existing records, reducing input errors and speeding up the process for agents and customers alike.

No-Code, Easy-to-Use Forms
No-Code, Easy-to-Use Forms

Build, customize, and deploy forms in minutes without technical expertise. Whether collecting claims, policy applications, or customer feedback, 123FormBuilder’s drag-and-drop editor ensures you get exactly what you need.

Ready to Upgrade Your Process Automation with Secure Forms?

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How Insurance Professionals Use Salesforce & 123FormBuilder

Claims Processing
Claims Processing

Policyholders submit claims through a secure online form. Data is instantly sent to Salesforce, triggering the claims review process. Adjusters access complete case details without manual data entry.

Agent Onboarding & Compliance
Agent Onboarding & Compliance

New agents complete onboarding forms with required certifications. Forms validate the information in real-time against Salesforce records. Compliance documents are stored and managed securely.

Renewal & Policy Updates
Renewal & Policy Updates

Customers receive automated reminders for policy renewals. Prefilled forms allow for quick updates to existing policies. Agents and underwriters review changes instantly within Salesforce.

New Policy Applications
New Policy Applications

Agents use prefilled forms to speed up policy creation. Customer details sync automatically with Salesforce records. E-signature fields allow for paperless approvals.

Customer Support Requests
Customer Support Requests

Clients submit inquiries via online forms. Salesforce assigns cases to the right representatives. Automated responses provide customers with immediate updates.

Risk Assessments & Inspections
Risk Assessments & Inspections

Field agents submit reports through mobile-friendly forms. Salesforce updates records with real-time data. Managers receive alerts for high-risk assessments.

Top Form Templates For Insurance Services

Start building your forms with 123FormBuilder for Salesforce & experience a more efficient way to manage insurance data.

Schedule a Demo

Salesforce for High Tech

Create secure web forms that pull and push data to Salesforce, ensuring real-time data updates and reducing manual entry errors. Update customer records instantly while displaying existing Salesforce data in your forms. Streamline your operations and improve efficiency!

Salesforce for High Tech

Companies That Count On 123FormBuilder

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Transform High Tech Data Management with Salesforce & 123FormBuilder

Product Development Feedback
Product Development Feedback

Collecting user feedback is vital for product development. Deploying 123FormBuilder forms allows users to submit feedback that is instantly recorded in Salesforce. This real-time data collection accelerates the iteration process, enabling development teams to respond swiftly to user needs.

Technical Support Ticketing
Technical Support Ticketing

Integrated forms make managing technical support requests more efficient. Customers can submit issues through 123FormBuilder forms, which automatically generate cases in Salesforce. This automation ensures support teams have immediate access to customer issues, leading to faster resolution times.

Event & Webinar Registrations
Event & Webinar Registrations

Organizing events and webinars is simplified by using 123FormBuilder registration forms. Attendee information is directly funneled into Salesforce, enabling straightforward communication and follow-up. This saves time and ensures all participant data is centralized for easy access and analysis.

Client Onboarding Processes
Client Onboarding Processes

Onboarding new clients involves collecting ample information. 123FormBuilder allows the creation of extensive onboarding forms that, upon submission, populate relevant Salesforce records. Reduce administrative workload and ensure client data is accurately captured and readily available for account managers.

Partner Collaboration
Partner Collaboration

Maintaining clear and efficient communication is essential for technology firms collaborating with multiple partners. Integrated forms can be used to submit project updates, resource requests, or feedback, with all data syncing to Salesforce. This centralized information hub fosters better collaboration and streamlines project management.

Market Research Data
Market Research Data

Conducting market research requires the collection and analysis of large datasets. Deploy 123FormBuilder forms to gather insights from various sources, with responses automatically logged into Salesforce. This integration facilitates efficient data analysis, enabling companies to make informed strategic decisions based on current market trends.

Are You Interested in Securing Your Process Automation with Forms?

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Bring Tech Data Into Salesforce With Forms

Eliminate Manual Data Entry
Eliminate Manual Data Entry

Automated form submissions sync directly to Salesforce, reducing human errors and saving time.

Centralized Data Storage
Centralized Data Storage

All customer, partner, and internal data is stored in one place, making it easy to access and analyze.

Real-Time Updates
Real-Time Updates

Instant data transfer between forms and Salesforce ensures that teams always work with the most current information.

Better Workflow Automation
Better Workflow Automation

Forms trigger automated workflows, approvals, and follow-ups within Salesforce, improving efficiency.

Improved Data Security
Improved Data Security

Salesforce and 123FormBuilder forms provide enterprise-level security, ensuring sensitive information stays protected.

Scalability for Growth
Scalability for Growth

Tech companies can scale operations effortlessly by managing increasing data volumes without bottlenecks.

Top High-Tech Form Templates for Salesforce

Automate high-tech data collection with a secure, integrated Salesforce for technology solution.

Schedule a Demo

Salesforce Manufacturing Forms

Manufacturers rely on data to manage production, inventory, and operations efficiently. With 123FormBuilder for Manufacturing, you can automate data collection, eliminate manual paperwork, and integrate seamlessly with Salesforce Manufacturing Cloud to optimize every stage of your processes.

Salesforce Manufacturing Forms

Manufacturing Companies That Count on 123FormBuilder

Airbus TK Elevator Belkin Stanley Black & Decker Align

Why Choose 123FormBuilder for Manufacturing?

  • No-Code Form Creation – Design and deploy powerful forms without IT support using our intuitive drag-and-drop builder.
  • Two-way Salesforce Integration – Sync real-time data across Salesforce Manufacturing Cloud, Sales Cloud, Service Cloud, and custom objects.
  • Automated Workflows – Automatically route form submissions to the right teams, trigger approvals, and reduce manual errors.
  • Advanced Compliance & Security – Ensure GDPR, HIPAA, and ISO 27001 compliance with encrypted data collection and role-based access.
  • Mobile-Friendly & Responsive Forms – Ensure seamless data collection on any device with fully responsive forms that adapt to any screen size.
  • End-to-End Customization – Tailor forms to your manufacturing needs, including purchase orders, inspections, work orders, and inventory tracking.
Why Choose 123FormBuilder for Manufacturing

Need to secure process automation with web forms?

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Top Manufacturing Form Templates for Salesforce

Browse Manufacturing Form Templates

Real Manufacturing Success Story

Read the Full Case Study

Empower Your Teams with the Best Salesforce-Integrated Form Solution

Speed Up Workflows
Speed Up Workflows

Eliminate manual data entry and ensure real-time data accuracy.

Gain Actionable Insights
Gain Actionable Insights

Leverage analytics to improve efficiency and optimize processes.

Collect and manage data faster while reducing manual effort.

Save time and reduce errors with 123FormBuilder’s Salesforce integration.

Transform Your Manufacturing Operations with Smart Forms

Supplier & Inventory Management
Supplier & Inventory Management

Ensure accurate data collection from suppliers, automate stock updates, and integrate seamlessly with your Salesforce objects for real-time visibility.

Work Order & Production Tracking
Work Order & Production Tracking

Capture and process work orders efficiently, track production milestones, and reduce bottlenecks with automated task assignments.

Quality Control & Compliance
Quality Control & Compliance

Digitize inspections, automate safety checklists, and generate compliance reports effortlessly to meet industry regulations.

Field Service & Maintenance
Field Service & Maintenance

Equip technicians with mobile forms to log maintenance tasks, report issues, and trigger service requests instantly within Salesforce.

Are you ready to transform your manufacturing operations?

Schedule a Demo

Salesforce for Financial Services

Automate critical financial processes with 123FormBuilder Enterprise and Salesforce.
Collect and manage data effectively with secure process automation for web forms.

Salesforce for Financial Services

Financial Services Providers That Count On 123FormBuilder

Allianz Palladium Equity Partners Alma Stone Intrepid Advisors

Use Salesforce for Financial Services Workflows

Secure Client Data Collection
Secure Client Data Collection

Build loan applications, investment account forms, and risk assessment questionnaires that feed data directly into Salesforce. Security features include end-to-end encryption, SSL certificates, and role-based access controls to protect sensitive financial information.

Direct Salesforce Integration
Direct Salesforce Integration

Automatically transfer form submissions into Salesforce, updating records in real-time and reducing manual data entry. This direct integration ensures your Salesforce database remains current with the latest client information.

Dynamic Prefill Functionality
Dynamic Prefill Functionality

Retrieve existing Salesforce data to prefill forms, enhancing accuracy and providing clients with a personalized experience. Minimize errors and speed up the data entry process for clients, ensuring reliable service and improved client satisfaction.

Customizable Data Collection
Customizable Data Collection

Design tailored forms to gather client information, risk assessments, and transaction details, ensuring all pertinent data is captured accurately. Customize web forms to meet specific organizational needs, enhancing data collection processes.

Secure Your Process Automation with Forms!

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Salesforce for Financial Forms Features

Advanced Security Measures
Advanced Security Measures

Compliance with GDPR and HIPAA standards protects your clients’ sensitive information. 123FormBuilder uses advanced security features, including SSL encryption and antispam measures, to safeguard data.

Efficient Workflow Management
Efficient Workflow Management

Features like conditional logic guide users through relevant questions, ensuring that the data collected aligns with specific financial services requirements. Streamline the data collection process, making it more intuitive for users.

Automated Document Processing
Automated Document Processing

Create forms for account openings, wire transfers, and policy updates that automatically route information to Salesforce. Collect e-signatures and supporting documents while maintaining a complete audit trail of all transactions.

Wealth Management Tools
Wealth Management Tools

Develop investment preference surveys and risk tolerance assessments that help advisors provide personalized recommendations. Forms automatically update client profiles in Salesforce, ensuring advisors always have current information.

Why clients choose us

We use 123FormBuilder for the secure submission of information. We have so many different forms for various reasons that it is hard to say for sure, but we have drastically improved numerous features in our company through the use of 123FormBuilder.

Ready-to-Use Form Templates for Financial Services

Browse Financial Form Templates

Want more details?
We’d love to show you what 123FormBuilder can do for you!

Schedule a Demo

Enterprise-Grade Security You Can Trust

When handling sensitive data, security isn’t optional—it’s critical. With cyber threats rising, businesses need a trusted, compliant, and robust solution to safeguard their online forms. 123FormBuilder, a Kiteworks company, provides state-of-the-art security features to protect form submissions, prevent fraud, and ensure compliance with the world’s most stringent regulations.

Enterprise-Grade Security You Can Trust

Trusted by 35,000+ clients, from small businesses to large enterprises

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A Kiteworks Company: Unmatched Security & Compliance

123FormBuilder is proudly part of Kiteworks, a leader in secure content communication for highly regulated industries like healthcare, finance, and government. Being part of the Kiteworks security ecosystem means that 123FormBuilder follows the highest security and compliance standards, ensuring your data is protected at every stage—from form creation to submission and storage.

Enterprise-Grade Security & Compliance

End-to-End Data Protection

We use the same encryption standards trusted by banks and healthcare providers to protect your data at every stage:

  • SSL/TLS encryption secures form data in transit, preventing unauthorized interception.
  • 256-bit AES encryption at rest ensures stored data remains protected.
  • Secure form submissions keep user inputs safe from cyber threats. 
  • Secure AWS-hosted infrastructure ensures compliance.
End-to-End Data Protection
Read the Guide Schedule a Demo
Enhancing your Enterprise Security Ebook

Data Residency & Compliance

123FormBuilder ensures data residency and compliance with AWS hosting in the US and Europe, allowing you to choose where your data is stored based on regulatory requirements. Your information never leaves your selected region without consent, ensuring full control over data privacy. With continuous monitoring, daily security scans, AES encryption, and 24/7 threat detection, we safeguard your sensitive data against unauthorized access and cyber threats.

Data Residency & Compliance

Advanced Access Control & User Authentication

Single Sign-On Integration

Enhance security and user experience with 123FormBuilder’s Single Sign-On (SSO) integration. Seamlessly log in using Microsoft Azure, Google, OpenID, or SAML while reducing multiple logins for streamlined access control. Available exclusively for enterprise users, SSO strengthens authentication, minimizes security risks, and ensures a frictionless experience across your organization’s digital ecosystem.

Custom Roles & Permissions

123FormBuilder’s Custom Roles & Permissions provide advanced access control, allowing organizations to define user roles and set permissions for forms and folders based on their hierarchy. Admins manage security settings, while Standard Users can create and oversee forms without altering account configurations. Combined with a comprehensive audit trail, this feature ensures transparency, security, and compliance across all data collection processes.

Comprehensive Audit Trail

Enhance transparency and security with 123FormBuilder’s Comprehensive Audit Trail. Monitor logins, form edits, submissions, and access history with tamper-proof, HIPAA-compliant logs. Get real-time alerts for suspicious activity, ensuring full traceability and data integrity.

Reliability & Compliance

Service Level Agreement

Our Service Level Agreement (SLA) ensures 99.99% uptime, guaranteeing uninterrupted service for your business. With priority support, we provide guaranteed response times and dedicated assistance for Enterprise customers, ensuring your operations run smoothly and efficiently.

Security Audits & Pen Testing

We conduct regular vulnerability scans and third-party penetration tests to proactively identify and address potential security risks. Any discovered vulnerabilities are patched immediately, ensuring compliance with industry-leading security standards and safeguarding sensitive data against evolving threats.

Advanced Email Protection

SPF and DKIM authentication protects against email spoofing, phishing, and spam. SPF authorizes trusted IPs to send emails on behalf of your domain, while DKIM encrypts email headers to prevent modifications. These enterprise-exclusive add-ons enhance security and protect your brand’s reputation.

Looking to automate and secure your
workflows with forms?

Schedule a Demo

Why Choose 123FormBuilder for Secure Data Collection?

123FormBuilder provides enterprise-level security for data collection, ensuring your forms remain protected from breaches and unauthorized access.

  • End-to-End Encryption – All form submissions are safeguarded with SSL/TLS protocols and AES-256 encryption to prevent data interception.
  • Regulatory Compliance – Our platform meets HIPAA, GDPR, and ISO 27001 standards, helping businesses comply with global security regulations.
  • Advanced Fraud Prevention – Features like CAPTCHA, IP blocking, and real-time submission validation protect against spam and fraudulent entries.
  • Enterprise-Grade Access Control – Manage user access securely with two-factor authentication (2FA), role-based permissions (RBAC), single sign-on (SSO), and detailed audit logs for complete oversight.
  • Part of Kiteworks – As a Kiteworks company, 123FormBuilder benefits from an enterprise-class security framework trusted by global financial institutions, healthcare organizations, and government agencies.
Uncompromising Security Standards

Protect your data with industry-leading security features
Ready to secure your forms?

Schedule a Demo

Salesforce for Healthcare

Automate healthcare data collection and scale operations with 123FormBuilder’s two-way integration with Salesforce. Securely handle sensible information, patient data, consent forms, and administrative records.

Salesforce for Healthcare

Healthcare Service Providers That Count On 123FormBuilder

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Transform Healthcare Data Management with Salesforce & 123FormBuilder

Clear Data Collection & Management

Create custom healthcare forms to capture patient intake details, medical histories, and insurance information. Submitted data is instantly transferred to Salesforce, reducing errors and eliminating manual input.

Two-Way Salesforce Integration
Two-Way Salesforce Integration

Automatically sync data between 123FormBuilder and Salesforce, ensuring records stay updated in real time. Prefill forms with existing Salesforce data, reducing redundancies and improving accuracy.

Compliance & Security for Sensitive Data
Compliance & Security for Sensitive Data

123FormBuilder complies with HIPAA, GDPR, and other regulations, using enterprise-grade security measures like SSL encryption measures like SSL encryption, data encryption, and access controls to protect patient information.

Workflow Automation for Scaling Operations
Workflow Automation for Scaling Operations

Use conditional logic and automated workflows to guide patients and staff through relevant processes. Reduce administrative workload and increase efficiency across all healthcare departments.

Insurance & Billing Management
Insurance & Billing Management

Create insurance verification forms and payment workflows integrated with your Salesforce billing system, including automation for claims documentation, payment plans, and financial assistance applications.

Enterprise-Level Customization & Support
Enterprise-Level Customization & Support

Tailor forms and workflows to match specific healthcare processes. Our dedicated support team ensures smooth implementation, offering solutions designed for large-scale healthcare providers and organizations.

Secure Your Process Automation with Forms!

Schedule a Demo

Top Healthcare Form Templates for Salesforce

Browse Medical Form Templates

Why customers choose us

We were able to provide a cost-effective HIPAA-compliant solution for forms for our clients. Everyone I work with at 123 has been wonderful and always responsive, which is important when it involves forms which can directly impact clients’ leads and revenue sources.

Bring Patient Data Into Salesforce

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Automated Patient Intake

Create custom patient Salesforce forms for every case. Fast-track admissions online and reduce manual errors by automating data collection.

Patient Feedback Management
Patient Feedback Management

Gauge patient opinions to understand them better and make informed decisions based on their needs and wants, providing superior care.

Secure Healthcare Data
Secure Healthcare Data

Our GDPR and HIPAA-compliant medical forms ensure you can safely obtain consent for releasing medical records or sharing patient data.

Automate patient data collection and improve compliance with a secure, integrated Salesforce solution.

Schedule a Demo

123FormBuilder’s Salesforce Partners Program

Introduce 123FormBuilder to your customers and simplify Salesforce data collection.
Take advantage of carefully tailored benefits by joining our Partner Program.

Be Part of Our Global Salesforce Partners Network

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Why you’ll love partnering with us

Launch as fast as 1,2,3

123FormBuilder is intuitive and easy to implement. So while you’re saving time, you’re also delighting your customers with a flexible, trustworthy form builder.

Enjoy stellar support

You have our support every step of the way and unlimited access to our expertise to ensure your clients experience a flawless Salesforce integration.

Get unmatched pricing

Stay competitive by allowing your customers to enjoy full Salesforce data collection capabilities without going over their budgets.

You Work Agile? So Do We!

Understand

When you assess – we help you understand. We turn our detective mode on and try to walk a mile in the customer’s shoes so we can fully understand their challenges and where they’re heading in the future. That helps us map our product to their data collection needs and come up with the most well-suited solution. If security is a crucial point, we highlight our safety measures. If lead generation is the main focus – we focus on creating an automated workflow that attracts leads. We do some of the heavy lifting, so you have time to focus on other strategic initiatives.

Understand Icon

Shape

Once we’re on the same page, we offer the customer our guidance for striking the right balance between branding and functionality. Our no-code, drag & drop forms have the power to mirror the customer’s visual needs into the style of the form and create a hard-to-ignore impact. And we make sure they’re aware of all the possibilities. Whether it’s integration with 3rd party apps such as Shopify, Marketo, or PayPal, file upload, digital signature, or other custom requests, our platform’s flexibility can accommodate them all without sacrificing the looks.

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Create

When it’s time to roll our sleeves and move into development, we’re here to help you ensure the smooth integration of 123FormBuilder with Salesforce. With 14 years of experience on our hands implementing over 10.000+ workflows for our clients, you’ll rely on a knowledgeable team and a mature form-building solution that’s easy to set up and already packed with pre-built resources (a gallery of 3,000+ templates) ready to be instantly plugged into Salesforce. We get the data collection process up and running in just a couple of minutes.

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Check

We’re on a mission to help you deliver a foolproof data collection solution to your clients. We hold ourselves to the highest quality standards, so we probably already ran a couple of tests by the time you get around the review step. And while 123FormBuilder’s integration with Salesforce works like a charm, we check every single functionality, from the name and signature fields, to how the object mapping works and if the prefill option does its job.

Check icon

Test

When it’s the client’s turn to test how their 123FormBuilder online forms work in Salesforce, we’re actually running some of the tests together. This way, we can observe their interaction in real-time and jump in with suggestions to ensure the initial requirements match what the form has to offer. Our support team is committed to answering any client questions and developing personalized solutions that yield the best results.

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Improve

Our goal is to help you reduce the deployment time, remain cost-effective, and become your customer’s trusted go-to partner. So when you ask your clients for feedback, we’re also collecting their opinion, taking notes, and finetuning so we can hit the sweet spot and ensure a reliable and secure 123FormBuilder and Salesforce integration.

Improve Icon

Enjoy Access to Our Special Partner Program Perks

Dedicated Partner Manager

Get hands-on guidance from a dedicated partner manager who will be your membership’s driving force. They’ll help you get to know the 123FormBuilder platform and assist you with any product resources or sales materials.

Free Partner License

Feel free to use our product for customer demos or try it in your own company. You can have a taste of the impact an intuitive data collection tool like 123FormBuilder can have on your workflow automation and the quality of your data.

Extra Revenue Streams

You have NO targets to hit here. We’re more interested in rewarding commitment and value. So, you’ll receive a revenue share for every customer you refer 123FormBuilder to and even for renewals. Use the commission for your growth or surprise your customers with an extra discount.

Free Technical Training & Support

Get assistance, priority support, and access to tailored onboarding and training for your technical team so you can maximize productivity. We make ourselves available whenever you need a hand with the client’s use case.

Client Dedicated Account Manager

Each one of your clients that use 123FormBuilder gets a Dedicated Account Manager that’s 100% focused on helping them succeed. They know the client’s business inside out, ensure the project runs smoothly, and shorten the path to finding solutions.

Joint Marketing Activities

We join efforts to drive demand through marketing campaigns or events that bring you more business and, at the same time, help establish yourself as a subject matter expert in your domain of expertise. You’ll access our network and have the chance to increase your exposure.

You’re in good hands!

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120+ Reviews

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The team there has worked with me one on one to help the end customer achieve their end goal. There’s always someone on the other end of the line when you reach out. The personal service really stands out.

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