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!

Schedule a Demo

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

University of Maryland Medical Center logo Renown Health Logo AdaptHealth logo Children's Hospital of Philadelphia

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

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.

Top Healthcare Form Templates for Salesforce

Browse Medical Form Templates

Bring Patient Data Into Salesforce

Image showing sign-up icon
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.

Shape Icon

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.

Create Icon

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.

Test icon

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!

Get assistance, priority support, and access to tailored onboarding and training for your technical team so you can maximize productivity.

Send Email
Image showing online form security measures like GDPR, Hipaa compliance, ISO 9001, ISO 27001 and Captcha verification.

Rated 4.4/5
120+ Reviews

Rated 4.4/5
120+ Reviews

Rated 4.9/5
80+ Reviews

Why customers choose us

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.

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

Get in Touch

Payment Gateways Comparison Chart

Our form builder integrates with multiple payment processors for secure online transactions and payment collection. Check out our comparison chart for payment gateways to choose the best option for your payment form design.

Just follow the payment gateway comparison chart below.
Payment gatewayMonthly feesTransaction feesRecurring paymentsCountriesCurrenciesCard typesAuthorizationOn form payments
$0Country-specific rates

2.9% + 30 cents for online transactions
+1% for international cards & currency conversion

ACH Debits: 0.8% – $5 cap

SEPA Direct Debit: 1% per transaction, capped at $5.50 (depending on exchange rate)

Billing: 0.4% per paid invoice& 0.5% on recurring charges
Yes+46+1357YesDirect
stripe checkout$02.9% + 30 cents per successful charge

1% additional fee for international & currency conversion transactions
Yes+46+1357YesDirect or indirect
$02.9% + 30 cents

From 2.89% + fixed fee for donations
Yes+200+257YesDirect or indirect
PayPal Payments Pro$30
2.9% + 30 cents

Yes+200+257YesDirect
PayPal PayFlowPayflow Link – $0
Payflow Pro – $25/month
$10 cents per transactionYes, with $10/month recurring billing service+200+25+7YesDirect or Indirect
PayPal Express Checkout$0For receiving domestic transactions 3.49% + fixed fee

For international transactions 3.49% + fixed fee + 1.50%
Yes+200+257YesIndirect
$0Starting from 2.9% +10 centsYes (via Square Invoices)+8:
United States
Canada
United Kingdom
Ireland
Australia
Japan
France
Spain
+6:
USD
CAD
GBP
EUR
AUD
JPY
+9
+Mobile wallets (Apple Pay, Google Pay, Samsung Pay, Afterpay)
YesDirect
Authorize.Net Logo$25/month gateway fee2.9% + 30 cents per transaction

ACH payments: 0.75% per transaction
YesUnited States
Canada
United Kingdom
Europe
Australia
+12+6YesDirect
Braintree a PayPal Service Logo$02.59% + 49 cents per transaction

ACH Direct Debit – 0.75% per transaction with a $5 cap
No+45+1358
+Mobile wallets (PayPal, Apple Pay, Google Pay, Venmo)
YesDirect
Worldpay LogoMinimum £19.95 (~$23/month)Credit and Debit card transactions range from 0.75% to 2.75% per transaction

UK and International Cards: 1.4% + 20 cents per transaction

Corporate Cards: 2.9% + 20 cents per transaction
No+146+135+5YesDirect or indirect
PayU$0-$25Country-specific rates

Domestic transactions – 2% + GST on every transaction

International transactions – 3.5% + fixed fee
Via multi-use tokens+50+130+150 payment modesYesIndirect
PayFast$03.2% plus R2.00 for card

2% plus minimum R2.00 for Instant EFT
Via card tokenizationSouth AfricaMulti-currency pricing with payments in South African rand (ZAR)8YesIndirect
FreshBooks logoFrom $17/monthVisa/Mastercard/Discover/Apple Pay: 2.9% of the payment amount + 30 cents per transaction

Amex: 3.5% + 30 cents 

Bank transfers (ACH): 1% bank transfer fees (only available in the U.S.)
Via recurrent template or retainer (Recurring Profile)+160+25+4
+Mobile wallets (Apple Pay, Google Pay, PayPal)
YesIndirect (direct only with 3rd party integrations like Stripe)
These figures represent the monthly subscription price for the payment processor, and it is subject to change. This table shows the functionality of 123FormBuilder’s payment integrations; it does not reflect the payment gateways themselves. 123FormBuilder does not charge a fee for integration with our payment partners.

Frequently asked questions

What is a payment gateway and how does it work?

What is a merchant account?

Payment gateway fees

What is an “in-form payment”?

What is recurring billing?

What is a card authorization?

Sign-up to 123FormBuilder and start collecting payments with customizable online payment forms.

Get Started – It’s Free

Looking After Your Success

Everything you need to know about 123FormBuilder’s Stellar Customer Support

123FormBuilder’s Stellar Customer Support

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

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Prioritized Support

Whether this is your first interaction with online forms or you’re exploring 123FormBuilder’s features and need a hand with your use case, there are multiple ways to get help & guidance. Our support channels cover the following:

  • Live Chat & Email – where you can get personalized help
  • Ticketing Support System – if you prefer a more systematic approach
  • Comprehensive Knowledge Base – where you can browse common questions
Image showing 123FormBuilder customer support features including knowledge base, ticketing system and live chat

Live Chat Support

With 123FormBuilder’s Live Chat, help is always just a click away—whether you’re on our website or in the app. Available 15 hours a day, Monday through Friday, our team is ready to answer your questions almost instantly. Our experts handle a wide range of inquiries, so you’ll work with one person from start to finish, ensuring a smooth and consistent experience—unless, of course, we need to bring in our Engineering team’s specialized expertise.

123FormBuilder Live Chat Support

Ticketing System

When building and optimizing your forms, you might need a little extra help. With 123FormBuilder, reaching out for support is simple—just click the Support button without leaving the platform. To resolve your issue quickly and accurately, we’ll ask detailed questions upfront, minimizing back-and-forth and getting straight to the solution. You can count on our friendly team to handle your request and keep you updated every step of the way.

Ticketing System

Customer Care Email

You can always reach us by email at customercare@123formbuilder.com, but we recommend using the Support option directly within the platform. This way, the information you share helps us address your needs more efficiently. Our team closely monitors all customer care channels, ensuring your questions are promptly attended to.

Customer support Email

Knowledge Base

We want you to feel confident navigating 123FormBuilder. Before reaching out, consider exploring our Help Center—you might find a quick solution and even gain inspiration from other users’ comments and suggestions. Our FAQ section is also available, offering concise answers, walkthroughs, and best practices to keep you moving forward.

Knowledge Base

Experienced, Committed, Compassionate Support for All Plans

Dedicated Support

While priority support is a built-in feature available to all our clients, dedicated support is specific to the Enterprise plans. It covers services such as tailored onboarding, a dedicated account manager to look after you, technical experts to assist you, and training sessions.

123FormBuilder’s technical account managers provide personalized support from start to finish, so you’ll have someone familiar with your needs when you need help later.

Tailored Onboarding Process

We make sure you and your team are fully equipped to succeed. Whether you need a quick hour-long platform walkthrough or a more in-depth process with multiple meetings to tailor the setup for your specific needs, we’re here to help. Whether you’re creating your first online form or designing a complex workflow, we’ll share our expertise and guide you every step of the way so your forms are up and running smoothly in no time.

Dedicated Account Manager

As a 123FormBuilder Enterprise customer, you’ll have a Dedicated Account Manager as your primary point of contact. Whether you need to add a user, request extra storage, get help with form creation and launch, or obtain specific documents for internal processes like audits, your Dedicated Account Manager is your go-to resource. They’ll advocate for you within our company, addressing your inquiries directly or mobilizing the necessary resources to resolve your needs.

Technical Account Manager

Our goal is to make your goal possible. And one crucial step is having a Technical Account Manager with a deep understanding of your business case, challenges, roadblocks, operations, and overall circumstances. They have in-depth product knowledge and provide advanced troubleshooting, contextual guidance, and personalized solutions to help you successfully build your workflows. They also specialize in integrations with platforms such as Salesforce, offering support for a successful integration between 123FormBuilder and Salesforce.

Training & Consulting

We understand that things can change in your company, that’s why, on request, we also offer training and consulting sessions. Whether you have new people joining you or want to secure a couple of hours monthly or yearly to discuss sensitive or mission-critical matters – we’re keeping these options open for you.

Frequently asked questions

Do you offer additional training?

What’s your response time?

Is customer support available for all 123FormBuilder plans?

Do you provide implementation services?

Do you help with custom JavaScript and CSS?

Do you offer API support?

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

Request a Demo

WordPress Forms Alternative

Take your forms for WordPress to a whole new level with 123FormBuilder. Why not extend your online forms to many other online platforms?
Build payment forms, order forms, contact forms, and more with our intuitive drag-and-drop editor. It’s easy to publish forms on any website. Try it to see for yourself!

Image showing a 123FormBuilder Event Registration Form Template with multiple features including different form fields, security options and design

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

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FeatureWP Forms123FormBuilder
Free planNoYes
Lowest PricingBasic ($99/year)Gold ($37/month)
Highest PricingElite ($599/year)Platinum ($99/month)
Enterprise ($225/month)
Form Templates+1,800 starting with the Pro plan ($399/year)+1,900 starting with the Free Plan
Digital SignatureStarting with the Pro plan ($399/year)Yes, starting with the Free plan
Custom Thank You pageYesYes
PaymentsStarting with the Pro plan ($399/year)With Platinum plan ($49/month)
Multiple Payment Gateways per FormNoYes
Salesforce IntegrationOnly with the Elite planNative app with bidirectional data sync
(you can send and receive data to and from Salesforce)
Form Insights & AnalyticsNoYes, + Form Field Analytics
Enterprise Level Security & SSONoYes
Certified HIPAA ComplianceNoYes, with Enterprise
Customer SupportSupport ticket system
Priority support exclusive to Pro and Elite accounts
Live chat & ticketing system and dedicated Account Manager for Enterprise users

+3,000 Form Templates for Your Needs!

123FormBuilder has over 3,000 form templates you can grab and use as you see fit. Select the form template you want and adjust it to meet your requirements. Our template portfolio contains a wide range of form templates, including conventional contact and registration forms, as well as order, event, and payment forms. 

With a few clicks, you can convert your online form into a PDF document that can be used offline. Get a quick online form for your business and watch it grow. You can start with 123FormBuilder for FREE and keep your free account forever!

Image showing a couple fo 123FormBuilder form templates

Your FormBuilder for ANY Website

123FormBuilder is the ideal form-building solution for any website! You can add our forms to any website or online content management system; there are no restrictions or limitations.

In three simple steps, you can embed your favorite online forms to generate leads and conversions on your WordPress website. Customize the forms to better suit your logo and demands, and get all the advantages!

Explore all plans
Image showing 123Formbuilder platform and Google Sheets integration with multiple fields like file upload, dropdown, short text, email and more.

Must-have Features for Your Online Forms

The form builder solution you choose should have many customization options. That includes form fields like digital signatures, which 123FormBuilder provides starting with Free accounts, as opposed to WP Forms, which unlocks access to signatures starting with the Pro plan. 

With 123FormBuilder, you can use custom thank you messages to follow up with respondents after they fill in their forms, even with a free account. You can also set up custom email notifications to make them more fun and engaging. 

Use conditional logic to make online forms more interactive and show respondents the questions they are more likely to be interested in based on their previous responses. 

Image showing 123FormBuilder integrations with Salesforce, Hubspot, PayPal, Google Sheets and Zapier

Use Payment Forms to Easily Collect Money

With payment forms, you can collect more money than ever directly from your website. Give your consumers as many options as they desire. 123FormBuilder allows you to include more than one type of payment processor on the same form. 

Allow consumers to purchase items and services from you and pay for them in any way they desire. Use popular payment processors such as PayPal, Stripe, and others. It’s simple to add them to your web forms with a few clicks in the editor. AND you don’t have to pay anything more; you only pay your payment processor’s cost. 

Although WP Forms allows payment integrations, you unlock the feature with the Pro plan, and you can’t add more than one payment processor on the same form easily.

Explore all plans
Image showing 123FormBuilder payment processors

123FormBuilder for Salesforce

Are you looking for a solution that synchronizes effectively with Salesforce? 123FormBuilder for Salesforce is what you need to get the job done. This perfect two-way synergy allows you to automate extensive processes and simplify work. Of course, you can also improve workflows with this successful WP Forms alternative.

123FormBuilder has native integration with Salesforce, and it works both ways. That means you can exchange data between your forms and your Salesforce databases. And you cam simplify your task processes even more using dynamic real-time prefill and URLs

WP Forms gives access to Salesforce integration only to those who purchase the Elite plan. 

123FormBuilder and Salesfore Integration

Always Keep Data Secure

It pays to know that the data respondents exchange with you through online forms is secure and only you and them can access it. 123FormBuilder provides more than just the regular security options, such as CAPTCHA and spam protection.

Our forms are encrypted in transit and at rest to protect the data from prying eyes. That makes 123FormBuilder one of the best alternatives to WP Forms. It also provides GPDR compliance. Of course, additional security measures include password protection, IP blocks, DKIM, and SPF. 

Explore all plans
Image showing online form security measures like GDPR, Hipaa compliance, ISO 9001, ISO 27001 and Captcha verification.

HIPAA Compliance for The Healthcare Sector

The HIPAA certification guarantees that healthcare providers, businesses, and individuals working in this specialized sector may safely and lawfully gather and manage patients’ personal information while adhering to local regulations.

123FormBuilder provides HIPAA compliance, which is a very useful feature for those working in healthcare. We responsibly collect and manage data, and our free alternative to WP Forms handles sensitive information with care.

Image showing a hipaa compliant form

Form Insights & Analytics

123FormBuilder delivers standard reports that include pie charts and other visual aids. It also provides an overview of Form Insights and Analytics, a feature you will find very useful and something that WP Forms lacks altogether.

Among other things, our unique reporting mechanism allows you to check referrer, device, and location information. Field analytics allows you to track the number of field views, drop-off rate, and time spent on each field. Use the data from our free WP Forms alternative to improve your web forms and produce leads, sales, and sign-ups. 

Outstanding Customer Support

Whether you have a query or want to upgrade your plan to one of the best WP Forms alternatives, 123FormBuilder is here for you. We’ve provided a knowledge base, video tutorials, blog content, and a frequently asked questions section to help you get started with our product. Moreover, we provide a dedicated Account Manager for Enterprise users. WP Forms focuses its efforts on priority support for Pro and Elite accounts. 

If you have any more questions, you may contact 123FormBuilder’s customer care personnel with a single click. They will help you achieve your goals in no time.

Image showing 123FormBuilder customer support features including knowledge base, ticketing system and live chat

Want more details?
We’d love to show you what 123FormBuilder can do for you. Contact us for a demo.

Get in Touch

Free Forms.app Alternative – 123FormBuilder

Do you want to create beautiful online forms? Then look no further than 123FormBuilder, a free forms.app alternative ready to make your dreams come true!
Create and publish contact forms, registration forms, order forms, payment forms, and more with drag-and-drop from the safety of your browser. Start for free today!

Image showing a 123FormBuilder Event Registration Form Template with multiple features including different form fields, security options and design

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

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FeatureForms.app123FormBuilder
Free planYesYes
Lowest PricingBasic ($25/month)Gold, at $37/month
Highest PricingPremium ($99/month)Diamond ($99/month)
Enterprise PlanNoYes ($225/month)
#of Submissions on the lowest tier plan1,0005,000
#of Submissions on the highest tier plan100,000Unlimited (Enterprise)
# of Form templates+2,000+3,000
Custom Thank You PageYesYes
Remove the Link to Product on FormYesYes
Conditional LogicYesYes
Multiple Payment Gateways per FormYesYes
Salesforce IntegrationYesNative app with bidirectional data sync
(you can send and receive data to and from Salesforce)
Form Insights & AnalyticsYesYes, + Form Field Analytics
Enterprise Level Security & SSONoYes
Certified HIPAA ComplianceNoYes
Customer SupportForm ticketing systemLive chat & ticketing system and dedicated Account Manager for Enterprise users
Custom DomainYesYes
Discount for Education20%50%
Discount for NPOs20%50% 
(100%* conditions apply)

+3,000 Online Forms For Every Need

Are you looking for an instant online contact or registration form? 123FormBuilder has you covered. We have over 3,000 form templates available for our clients to use! Our competitor, forms.app, only has +2,000 form templates available.

Simply select the form template you want or create one from scratch, and then publish it to begin gathering responses and developing a database. Our Gold subscription provides 5,000 monthly submissions, which are far more profitable than the 1,000 accessible on forms.app’s Basic plan.

Our forms.app alternative free plan allows you to create subscription forms, payment forms, contact forms, order forms, registration forms, event forms, and more. With a few clicks, you can easily produce PDF documents. Begin with a free account today!

Explore all plans
Image showing a couple fo 123FormBuilder form templates

Must-Have Features Like Conditional Logic

Focus on providing respondents with a completely unique experience using conditional logic and branching. Set rules to add or delete questions depending on prior replies. You will obtain more accurate results and satisfied form-takers.

123FormBuilder’s required form fields include the upload field, product field, computations, Likert scale, multi-language forms, countdown timer, and digital signature. With our mobile-friendly forms, you can easily customize and simplify your forms while on the road. 

Image showing 123FormBuilder online forms with features like conditional logic, e-signature, product field, custom thank you messages, form insights and branding.

Add Multiple Payment Processors On Your Form

Buyers love choices. Which is why you should use them on your online order forms! With 123FormBuilder, you can do that and more. So, it’s easier for you to use forms with multiple payment processors, sell more, and earn more. 

Give clients the choice to pay via their favorite payment integration. Stripe, PayPal, Authorize.net, Square, and other payment methods are popular possibilities.

Simply drag and drop the payment processors you want into your web form, enter your credentials, and publish! We do not charge any additional costs; you simply pay what the payment processors require as processing fees.  

Explore all plans
Image showing 123FormBuilder payment processors

Add Customizable Thank You Notes and Email Notifications

Set up individualized notifications to show your responders that you care about their whole form-filling experience. Create eye-catching email notifications and thank you notes, then automate their delivery once users submit completed forms.

Use words, photographs, and videos to genuinely show your thanks with one of the best free forms.app alternatives. As your business grows, you may receive more answers from enthusiastic clients and customers!

Image showing the 123FormBuilder Thank you Page settings

123FormBuilder for Salesforce for Automation

Are you looking for an automated solution for data collection and management? Then 123FormBuilder for Salesforce may be just what you need. This is one of the finest alternatives to forms.app. You can connect your forms and surveys to Salesforce in no time.

Furthermore, you may automate internal procedures, optimize workflows, and save job time while maintaining a clean and up-to-date database.

The bi-directional data sync in 123FormBuilder for Salesforce allows you to push and receive data from an infinite number of items on both platforms. Work operations can be simplified using real-time prefilling and URLs

Explore all plans
123FormBuilder and Salesfore Integration

Form Analytics & Insights for Progress

Examine the performance of your online forms and make any necessary modifications to improve your outcomes. 123FormBuilder generates traditional reports with pie charts and other visual representations. Additionally, it exposes you to Form Insights & Analytics.

Use our custom reporting option to evaluate referrer, device, and location information, among other things. Field analytics allows you to track the number of field views, drop-off rate, and time spent on each field.

Use the information from our free alternative to forms.app to improve your online forms and generate leads, purchases, and sign-ups. 

Use Forms with HIPAA Compliance for Healthcare

Healthcare businesses must follow strict rules and norms. They must use a secure and efficient data gathering and administration system and exercise extreme caution while handling sensitive health information. These clients may use 123FormBuilder to satisfy all of the required compliances, including GDPR and HIPAA.

Create and use secure online forms with our alternative to forms.app. Safeguarding personal health data from unauthorized access is vital when collecting it. Because 123FormBuilder encrypts data for all plans, you can be certain that your database is always safe and secure.

Explore all plans
Image showing a hipaa compliant form

Amazing Customer Support

Have a question? We’ve got the solution! To assist you in getting started with our form builder, we’ve included a Knowledge Base, several video tutorials, blog articles, and a FAQ area.

If you have any more questions, please contact the customer support staff, who are ready to help you. They will assist you in achieving your goals by utilizing our online form builder.

Image showing 123FormBuilder customer support features including knowledge base, ticketing system and live chat

Want more details?
We’d love to show you what 123FormBuilder can do for you. Contact us for a demo.

Get in Touch

Free Alternative to Gravity Forms – 123FormBuilder

Life is too short to settle for the realm of WordPress. While WordPress is still very much in style, you might want to have your online forms run on many other platforms. 
Here’s where 123FormBuilder comes to lend a hand! It allows you to publish online forms on any website as easily as 1-2-3! Try it to see for yourself!

Image showing a 123FormBuilder Event Registration Form Template with multiple features including different form fields, security options and design

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

image showing Airbus Logo image showing LG logo image showing Hilti Logo University of Oxford Logo image showing Husqvarna Logo
FeatureGravity Forms123FormBuilder
Free planNoYes
Lowest PricingBasic ($59/month)Gold, at $37/month
Highest PricingPro ($159/month)Diamond ($99/month)
Enterprise plan ($225/month)
Custom Thank You pageYesYes
Multiple Payment Gateways per FormNoYes
Salesforce IntegrationOnly via add-on with access to the Salesforce APINative app with bidirectional data sync
(you can send and receive data to and from Salesforce)
Form Insights & AnalyticsYes (GFChart)Yes, + Form Field Analytics
Enterprise Level Security & SSONoYes
Certified HIPAA ComplianceNoYes, with Enterprise
Customer SupportSupport ticketing hours (Monday through Friday – 9 to 5 US Eastern)Live chat & ticketing system and dedicated Account Manager for Enterprise users

Your Form Builder for EVERY Website

123FormBuilder is your form-building solution of choice for every website! You can add our forms to any type of website or web content management system you have; no restrictions and no limits. 

Embed your favorite online forms to draw leads and conversions into your WordPress website in three easy steps. Customize the forms you want to better match your branding and needs and reap the benefits!

Image showing 123Formbuilder platform and Google Sheets integration with multiple fields like file upload, dropdown, short text, email and more.

+3,000 Form Templates for Every Need

Choose the form template you want and further customize it to suit your needs. Our template gallery has many many options, from the classic contact forms and registration forms, to order forms, event forms, and payment forms. With just a few clicks, you can create a PDF document for your online form to use offline. 

Your quick online form needs can be totally satisfied with 123FormBuilder’s template gallery. Try our online forms for free today!

Explore all plans
Image showing a couple of 123FormBuilder form templates

Features Galore for Your Online Forms

Need an online form for your website where you go in great detail about your products or services? Then 123FormBuilder is your best choice!

Use the product field to highlight the best features of your products and services, add calculations automatically, and enable save for later to allow respondents to return to their form at a later date to finish filling it out. 

Use conditional logic to personalize the experience of your users, add an upload field to allow users to send you files, or use an electronic signature for waivers.

Image showing 123FormBuilder online forms with features like conditional logic, e-signature, product field, custom thank you messages, form insights and branding.

Customized Thank-You Messages and Email Notifications

Show your audience how much you appreciate it with a custom message. After they finish filling out your forms, your respondents should be thanked in style. With 123FormBuilder, you can do that on WordPress and more. 

Our plans allow you to modify your thank-you messages and email notifications with the content you want. Make them more engaging and fun with some heartfelt words on our free WordPress alternative to Gravity Forms.

Explore all plans
Image showing the 123FormBuilder Thank you Page settings

Use Multiple Payment Processors on Forms!

Give your customers as many choices as they want. With 123FormBuilder, you can add more than one type of payment processor on the same form

Allow customers to buy products and services from you and pay for them however they want. Use popular payment processors like PayPal, Stripe, and more. It’s easy to add them to your online forms with a few clicks from the editor. 

AND you don’t have to pay anything extra; you only pay your payment processor’s fee.

Image showing 123FormBuilder payment processors

123FormBuilder for Salesforce

Are you looking for the perfect synergy between your form builder of choice and Salesforce? 123FormBuilder for Salesforce is exactly what you need to get the job done. Automate extensive processes, simplify work, and improve workflows with our WordPress Gravity Forms alternative. 

Our native integration with Salesforce works both ways. That means you can send and receive data between your forms and Salesforce databases. You can further simplify task processes with dynamic real-time prefill and URLs.

Explore all plans
123FormBuilder and Salesfore Integration

Data Safe at All Times

Know that the information on your online forms will not be read by anyone except you and the respondent. We encrypt data at rest and in transit to protect it from prying eyes, which makes us one of the best Gravity Forms alternatives. 

123FormBuilder complies with GDPR and employs many security options to ensure data safety: password protection, IP blocks, DKIM, SPF, and more.

Image showing online form security measures like GDPR, Hipaa compliance, ISO 9001, ISO 27001 and Captcha verification.

HIPAA Compliance for Your Forms

123FormBuilder has something in store for the healthcare sector, too. The HIPAA certification ensures that healthcare providers, companies, and individuals working in this niche market can safely and legally collect and manage patient personal information while adhering to local laws. 

Data collection and administration are done responsibly, and sensitive information is handled cautiously with our free alternative to Gravity Forms. 

Explore all plans
Image showing a hipaa compliant form

Form Analytics & Insights for You

Examine the functionality of your online forms and make any necessary adjustments to get even better results. 123FormBuilder offers traditional reports with pie charts and other visual aids. It also gives you an overview of Form Insights & Analytics.

Among other things, you can examine referrer, device, and location information with our unique reporting function. Keep an eye on the number of field views, drop-off rate, and amount of time spent on each field with field analytics.

Make use of this data from our free Gravity Forms alternative to improve your web forms and generate leads, sales, and sign-ups. 

Exemplary Customer Support

Whether you need help with a question or are interested in upgrading your plan, 123FormBuilder is here for you. We’ve included a knowledge base, several video tutorials, blog posts, and a frequently asked questions area to assist you in getting started with our program.

If you have any additional queries, you may contact the customer service staff with just one click. They will assist you in achieving your objectives.

Image showing 123FormBuilder customer support features including knowledge base, ticketing system and live chat

Want more details?
We’d love to show you what 123FormBuilder can do for you. Contact us for a demo.

Get in Touch

Free Wufoo Alternatives – 123FormBuilder

Do you want to create online forms? 123FormBuilder is your solution! Our free Wufoo alternative provides more than 3,000 form templates, including forms for events, registration, contacts, and more.
Our drag-and-drop builder makes creating original online forms and documents easy. Try 123FormBuilder for free right now!

Image showing a 123FormBuilder Event Registration Form Template with multiple features including different form fields, security options and design

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

image showing Airbus Logo image showing LG logo image showing Hilti Logo University of Oxford Logo image showing Husqvarna Logo
FeatureWufoo123FormBuilder
Free planYesYes
Lowest PricingStarter ($19/month)Gold, at $37/month
Highest PricingUltimate ($249/month)Diamond ($99/month)
Enterprise plan ($225/month)
#of Submissions on the lowest tier plan1,0005,000
#of Submissions on the highest tier plan200,000Unlimited (Enterprise)
Custom Thank You PageYesYes
# of Form templates+400+3,000
Remove Link to Product on FormYesYes
Multiple Payment Gateways per FormNoYes
Salesforce IntegrationYesNative app with bidirectional data sync
(you can send and receive data to and from Salesforce)
Form Insights & AnalyticsYesYes, + Form Field Analytics
Enterprise Level Security & SSONo native SSO supportYes
Certified HIPAA ComplianceNoYes
Customer SupportCustomer support is done via the SurveyMonkey chatbot and email supportLive chat & ticketing system and dedicated Account Manager for Enterprise users

+3,000 Form Templates for You!

Do you need a quick online contact form or registration form? 123FormBuilder has got you covered. We have over 3,000 form templates ready to be used by our clients! Our competitor, Wufoo, only has +400 form templates available, limiting your quick choices. 

Simply pick the form template you want or build one from scratch, and you can publish it to start collecting answers and building a database. Our Gold plan offers 5,000 monthly submissions, which is much more profitable than the 1,000 available on Wufoo’s Starter plan. 

Use subscription forms, payment forms, contact forms, order forms, registration forms, event forms, and more with our Wufoo alternative free plan. You can create PDF documents with just a few clicks. Start with a free account and go from there!

Explore all plans
Image showing a couple fo 123FormBuilder form templates

Utilize Multiple Payment Processors on Forms

Prospective clients love choices! And that’s why 123FormBuilder is offering users the option of adding more choices, too. Use payment forms with integrated payment processors to sell more and earn more. 

Our online forms allow you to add not only a payment option but also multiple payment processors on the same form, making us the best Wufoo forms alternative. Give clients the option to pay with their preferred payment integration. Popular choices include Stripe, PayPal, Authorize.net, Square, and more. 

Simply drag and drop the payment processors you want on your online form, set them up with your credentials, and publish! We don’t charge extra fees; you only pay what the payment processors require as processing fees.

Image showing 123FormBuilder payment processors

Employ Conditional Logic

Focus on giving respondents a truly unique experience with conditional logic and branching. Set up rules to add or remove the questions seen based on previous responses. You will get more accurate results and happy form-takers. 

The must-have form fields for 123FormBuilder include the upload field, product field, calculations, Likert scale, multi-language forms, countdown timer, and digital signature. Customize your forms and make them simpler or more complex on the go with our Wufoo free alternative.

Explore all plans
Image showing how 123FormBuilder conditional logic, with rules works

Customize Email Notifications and Thank-You Messages

Show your respondents you care about their full form-filling experience and set up personalized notifications. Create email notifications and thank you messages with a flair and automate sending them after users submit their filled forms. 

Add text, images, and videos to truly express your gratitude. As you scale your business, you may get more responses and eager clients and respondents!

Image showing the 123FormBuilder Thank you Page settings

123FormBuilder for Salesforce

Are you searching for a complex automated solution for data collection and management? Then 123FormBuilder for Salesforce may be exactly what you need. You can link your forms and surveys to Salesforce with one of the best alternatives to Wufoo. 

Moreover, you can automate internal processes, improve workflows, and minimize task time, all while keeping a clean and updated database. 

With 123FormBuilder for Salesforce, you can push and receive data from an endless number of objects on both systems thanks to the bi-directional data sync. You can simplify work processes with real-time prefilling and URLs

Explore all plans
123FormBuilder and Salesfore Integration

Form Insights & Analytics for Your Progress

Check how your online forms perform and make changes that could further improve your results. 123FormBuilder provides classic reports with pie charts and other visual representations. Plus, it introduces you to Form Insights & Analytics

With our special reporting feature, you can analyze referrer, device, and location statistics, among other features. With field analytics, you may also monitor the quantity of field views, drop-off rate, and time spent on each field.

Utilize this information from our free alternative to Wufoo to enhance your online forms and produce leads, purchases, and sign-ups.

Image showing insights graphic data

Certified HIPAA Compliance for Healthcare

Businesses operating in the healthcare sector are subject to stringent laws and guidelines. They must employ a safe and efficient data collection and administration system and handle sensitive health information cautiously. 123FormBuilder can help these clients meet all the required compliances, such as GDPR and HIPAA

Create and utilize secure online forms with our alternative to Wufoo. When gathering personal health data, it’s critical to ensure that it is protected from unwanted access. Because 123FormBuilder encrypts data for all plans, you can be confident that your database is always safe and secure.

Explore all plans
Image showing a hipaa compliant form

Effective Customer Support

Have a question? We have the answer! To help you get started with our software, we’ve provided a Knowledge Base, many video lessons, blog articles, and a FAQ section.

The customer support team is only a click away if you have any more questions. They will help you reach your goals using our online form builder.

Image showing 123FormBuilder customer support features including knowledge base, ticketing system and live chat

Want more details?
We’d love to show you what 123FormBuilder can do for you. Contact us for a demo.

Get in Touch