HIPAA Data Retention Policy

Healthcare organizations need secure forms that comply with regulations to protect patient data at all times. At 123FormBuilder, we prioritize the security and confidentiality of your data. Our HIPAA Data Retention Policy demonstrates our commitment to compliance with HIPAA regulations, ensuring that we implement effective safeguards for sensitive health information.

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123FormBuilder’s HIPAA Data Retention Policy

Trusted by Leading Healthcare Providers

Why Healthcare Providers Trust 123FormBuilder

123FormBuilder helps medical organizations streamline data collection while maintaining strong security standards. Now part of Kiteworks, 123FormBuilder is a fully HIPAA-compliant form builder that handles all data safely and quickly.

100% secure form submissions
End-to-end data encryption & detailed audit logs
Role-based permissions for employees & staff
Legal protection with BAAs
Integration with CRM, EHR, & cloud storage systems
Mobile-friendly, responsive forms for patients & staff

Why Healthcare Providers Trust 123FormBuilder

Strong HIPAA Data Retention Policies For Extra Security

123FormBuilder follows a strict HIPAA data retention policy to ensure patient privacy and prevent unauthorized access.

The following proactive measures reduce the risk of data breaches, ensuring healthcare professionals have continuous access to critical patient information.

All PHI data will be automatically deleted 5 days after submission
Data accessibility is ensured via daily encrypted backups
Secure PHI transmission is guaranteed with secure notifications

Strict HIPAA Data Retention Policy for Maximum Security

Key Features of 123FormBuilder’s HIPAA Data Retention Policy

Automatic 5-Day Data Deletion

Form information from HIPAA accounts is automatically deleted after five days to protect against data exposure.

Daily Submission Archives

Receive a daily archive of submissions collected across the account, in a downloadable zip file, before any deletion is made.

No Unauthorized Access

No one can access your HIPAA account without your clear consent – not even the 123FormBuilder team.

Daily Wipes of the Testing Environment

No residual data remains in the replica or testing environment, as everything is cleaned up daily to prevent accidental exposure.

Extended Data Retention for Salesforce Users

The Salesforce integration allows the system to hold the data for up to 30 days, ensuring that no information is lost.

Encryption & Audit Logs

All data is encrypted in transit and at rest, and every data access and change are logged to make it easier to safely monitor activity.

Interested in our corporate plans?

Learn more about 123FormBuilder Enterprise and schedule a demo with our colleagues to explore how our solution can support your goals and organization.

Fill out the form, and our team will:

Understand Your Needs – We assess your challenges and goals to find the best solution.
Show the Fit – Discover how 123FormBuilder streamlines workflows and boosts efficiency.
Demo Key Features – Explore customization, integrations, and powerful tools.
Tailored Pricing – Get a custom plan that fits your budget and maximizes value.

Top Healthcare Form Templates for Salesforce

Patient Intake Form

Use this template to collect general patient information before an appointment.

Medical History Form

Gather patient medical backgrounds, including medications, vaccinations, and past illnesses.

Medical Consent Form

Securely obtain and manage patient consent for medical procedures, treatments, or services.

Telehealth Appointment Form

Efficiently schedule virtual appointments and collect patient information securely.

Frequently asked questions

How does the HIPAA data retention policy work?

Is 123FormBuilder really HIPAA compliant?

Does 123FormBuilder provide advanced security methods?

Keep patient personal health information as secure as possible with a robust HIPAA data retention policy!

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Lead Generation Forms for Enterprises

Capture, sync, and manage leads with secure, high-converting forms that integrate with Salesforce—saving time, reducing manual entry, and keeping your data accurate and up to date.

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

Enterprise-Grade Features with 123FormBuilder

Drag-and-Drop Form Builder

Build professional, customized forms in minutes with our intuitive drag-and-drop form builder—no coding required. Whether you’re collecting leads, feedback, or registrations, the user-friendly interface makes it easy to design high-quality forms that match your brand and meet your goals.

Dynamic Prefill

Enhance user experience with Dynamic Prefill, which automatically populates form fields using real-time data from Salesforce. Deliver a personalized experience by eliminating redundant inputs and tailoring forms to everyone.

Advanced Field Mapping

Ensure accurate and efficient data handling with Advanced Field Mapping, allowing you to map form fields directly to Salesforce objects—including custom ones. Whether you’re capturing leads, contacts, or custom data points, this feature gives you full control over how information flows into your CRM.

Secure and Compliant

Protect sensitive lead data with enterprise-grade security and compliance with GDPR, HIPAA, and other industry standards. 123FormBuilder is built to meet the strictest data protection requirements, giving you and your customers peace of mind while maintaining trust and regulatory compliance at every step.

Ready to Upgrade Your Process Automation with Secure Forms?

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Why Choose 123FormBuilder’s Lead Generation Forms with Salesforce Integration?

Automated Data Sync: Instantly transfer lead information to Salesforce objects, eliminating manual entry and reducing the risk of errors.
Smart Prefill: Personalize forms with real-time Salesforce data using URL parameters, user records, and more.
Custom Fields: Capture exactly what you need—name, email, phone, company details—mapped to standard or custom objects.
On-Brand Design: Fully customize forms with your branding—colors, fonts, logos, and layout—no coding required.
Workflow Automation: Streamline lead creation and updates across multiple Salesforce objects to save time and boost efficiency

Get in touch

Learn how 123FormBuilder can streamline lead capture and data management in Salesforce. Schedule a personalized demo with our team to explore how our solution aligns with your goals and organizational needs.

Fill out the form, and our team will:

Discuss Your Needs: We’ll understand your goals and recommend the best solution.
Explore the Fit: Learn how our features align with your workflow and which Salesforce plan suits you best.
Get a Demo: See key features and integrations in action.
Receive a Custom Quote: Get tailored pricing and plan recommendations.

Effortless Integration in Three Steps

Download from AppExchange

Visit the Salesforce AppExchange and search for “123FormBuilder.” Click “Get It Now” to install the app in your Salesforce environment.

Connect to Salesforce

Use the Object Mapping feature to link form fields directly to Salesforce objects and customize workflows to match your business needs.

Embed and Collect Leads

Publish your form on your website or landing page to start capturing leads directly into Salesforce—automatically and in real time.

Allianz Case Study

Discover how Allianz, a leading global insurance provider, transformed their lead generation and customer engagement strategies using 123FormBuilder’s enterprise solutions. By implementing over 110 customized forms across their Belgian and Dutch websites, Allianz achieved seamless integration with their CRM systems, resulting in enhanced operational efficiency and a significant improvement in customer satisfaction.

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Simplify Lead Capture with Easy Salesforce Integration

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Salesforce for Education

Take control of your education management with 123FormBuilder and Salesforce for educational institutions. Collect student data, process enrollments, manage events, and track feedback – all in one place.

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Educational Institutions That Count On 123FormBuilder

University of St. Augustine for Health Sciences

Optimize Educational Processes with 123FormBuilder and Salesforce

Simplify Student Enrollment

Build online enrollment forms that send student data straight to Salesforce for education. Get real-time access to applications and make faster decisions. No more lost paperwork or manual data entry.

Easy Course Registration

Let students register for courses online with forms that update Salesforce for higher education instantly. Avoid scheduling conflicts and keep class rosters accurate. Give students a smoother registration experience.

Hassle-Free Feedback

Send surveys and feedback forms that store responses directly in Salesforce. Understand what students and faculty need to improve courses and campus life. Use real data to make better decisions.

Organize Events Effortlessly

Create event registration forms that track attendees and sync with Salesforce. Send confirmations and reminders automatically. Spend less time on logistics and more on making events successful.

Stay Connected with Alumni

Keep alumni records up to date with forms that collect updates and donations. Strengthen relationships and manage outreach from one central system. Engage alumni without the administrative headache.

Automate Staff Requests

Use internal forms to handle faculty and staff requests – leave applications, resource needs, reports – all logged in Salesforce. Reduce paperwork and process requests faster. Keep everything running smoothly.

Secure Your Educational Process Automation with Forms!

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Must-Have Features For Salesforce and Education Forms

Conditional Logic

Show or hide form fields based on user input to simplify enrollment, course registration, and feedback collection.

Salesforce Integration

Automatically sync all form submissions with Salesforce to keep student and faculty records accurate and up to date.

Electronic Signatures

Collect signed approvals for admissions, financial aid, and administrative requests without needing paper documents.

Payment Processing

Accept tuition payments, event fees, orders, and donations with built-in payment integrations like PayPal and Stripe.

Automated Notifications

Send instant confirmations, reminders, or follow-up emails to students, staff, and alumni based on form submissions.

Advanced Reporting

Analyze enrollment trends, event participation, and student feedback using real-time Salesforce reports.

Improve Education Management with Salesforce Forms

Collect applications, manage events, and automate internal processes with 123FormBuilder for Salesforce—built for schools, universities, and academic institutions.

Streamline student enrollment with real-time data syncing
Simplify course registration with integrated forms
Automate feedback collection from students and faculty
Track alumni engagement and donation activity
Process staff requests efficiently from one place

Focus more on education—less on paperwork.

Top Marketing Form Templates for Salesforce

Student Registration Form

Facilitate student registration and student data collection with this customizable online form.

Scholarship Application

Automate the scholarship application process with a well-designed online form template.

Teacher Application

Utilize this template to collect requests from teachers who wish to join your university.

Admission Enquiry Form

Simplify the admission process at school with this customizable online application form.

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Start using 123FormBuilder with Salesforce today and focus on what matters – education.

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Salesforce for E-Commerce

Automate your e-commerce operations with 123FormBuilder and Salesforce. Create online forms that handle orders, process payments, calculate prices, and sync data instantly with Salesforce. No manual work – just smooth transactions, accurate records, and a better shopping experience for your customers.

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Companies That Count On 123FormBuilder

Optimize E-Commerce with Salesforce & 123FormBuilder

Sell Products with Smart Order Forms

Let customers select products, choose quantities, and submit orders through a simple form. Data syncs instantly with Salesforce, so your team gets real-time updates. No more manual entry or lost orders – just faster fulfillment.

Personalized Shopping with Conditional Logic

Show customers only the products that match their preferences. Smart forms update dynamically based on user selections, making browsing easier. An optimized shopping experience leads to higher conversions.

Secure Payments Without Redirection

Embed PayPal, Stripe, or other gateways directly into your form. Customers complete their purchases in seconds, and those transactions sync automatically with Salesforce commerce in a secure, fast, and hassle-free process.

Real-Time Pricing & Discounts

Automate calculations for product costs, taxes, and promo codes for an accurate, efficient, and streamlined transaction process. As customers configure their orders, the form updates pricing instantly. No surprises – just clear, accurate totals.

Sales & Customer Insights

Integrated analytics show customer behavior, order trends, and sales performance. The data flows directly into the Salesforce commerce cloud, helping you make smarter business decisions. Know what’s working and optimize your strategy.

Keep Inventory Up to Date

Sync orders with Salesforce to update stock levels in real-time. Prevent overselling, effectively manage restocking, and maintain operation effectiveness with the form product field, allowing for a smooth and reliable shopping experience for customers.

Secure Your Process Automation with Forms!

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Simplify E-Commerce Data Collection & Workflows with 123FormBuilder

E-commerce teams can automate processes, improve order accuracy, and deliver better customer experiences using 123FormBuilder’s Salesforce integration:

Automate order data collection with custom-built product forms
Sync transactions in real time for accurate records and faster fulfillment
Reduce manual work with automated workflows for orders, returns, and inventory
Protect customer data with secure payments and GDPR-compliant forms

Power your online store with smarter Salesforce-connected forms!

Top E-Commerce Form Templates for Salesforce

E-Commerce Compliance Form

Quickly and efficiently collect compliance information status from your clients.

International Shipping Form

Efficiently collect and manage international shipping details using this online form.

Order Tracking Form

Easily gather customer feedback on the online shopping experience you provide.

User Registration Form

Quickly collect general data from prospective clients and customers with this form.

Browse E-Commerce Form Templates

Salesforce For E-Commerce Use Cases

Custom Product Configuration

Customers configure products, and using Salesforce for ecommerce generates detailed order records and pricing automatically for sales reps to view and manage.

Streamlined Wholesale Orders

Wholesale clients place bulk orders using personalized forms that apply discounts and check stock levels. Salesforce processes the orders and updates inventory in real-time.

Efficient Return Management

Customers submit return requests that validate purchases in Salesforce, generating RMA numbers and updating order statuses for warehouse staff.

Appointment Scheduling

Clients book fittings through forms that check staff availability, with automated confirmations and reminder notifications that sync with Salesforce records.

Abandoned Cart Recovery

Marketing teams capture abandoned cart data, creating Salesforce leads and launching quick recovery campaigns with personalized offers for customers.

Subscription Management

Subscribers manage orders through self-service forms in Salesforce, where they can view details and upsell options. Changes are processed automatically.

Turn forms into powerful e-commerce tools with 123FormBuilder and Salesforce. Start automating today.

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Salesforce for Human Resources

Easily integrate Salesforce forms and automate workflows to enhance employee management. From onboarding to performance reviews, automate document workflows, ensure compliance, and enhance employee data management—all with 123FormBuilder Salesforce integration.

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Their HR Teams Count On 123FormBuilder

Use Salesforce for Human Resources Workflows

No-Code Form Creation

Create tailored forms for HR processes like onboarding, performance reviews, or leave requests using a drag-and-drop interface. Reduce the time spent on form creation and allow for quick adaptation to changing HR needs

Smooth Salesforce Integration

Build forms that automatically create or update employee records in Salesforce. Map the data collected from HR forms to custom objects for onboarding processes or standard objects like Contacts for employee information.

Automated Hiring Process

Gather job applications and automate candidate evaluation workflows. Integrate with Salesforce or other CRMs to push candidate data into your system seamlessly. Use the E-signature feature to allow employees to sign contracts online.

Secure Your Process Automation with Forms!

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From Onboarding to Offboarding

Need help finding the right plan? Our team’s got you covered.
Submit the form, and we’ll:

Review your specific needs and use case
Match our solution to your business goals
Guide you through feature highlights and setup choices
Share a personalized pricing proposal

Let’s work together to find your perfect fit—contact us now!

Top Healthcare Form Templates for Salesforce

Job Application Form

Streamline your recruitment process by collecting essential details such as contact information, work experience, education, and skills.

360 Degree Feedback

Run a 360-degree feedback survey with this online form to gather comprehensive insights into individual performance within your organization.

Candidate Evaluation Form

Use this candidate evaluation form template in your organization to evaluate potential hires comprehensively.

Holiday Request Form

This user-friendly form simplifies the process of submitting and tracking holiday requests, allowing employees to provide essential details.

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Why customers choose us

Peter RuddCRM Admin at European PGA Tour

I really like the dynamic aspect of these forms. We can set them up so that when a user clicks a radio button, a new section of the form opens up for them to see. The support people that I’ve dealt with are really just first class. I am genuinely impressed.

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Bring Patient Data Into Salesforce

Efficient Employee Onboarding

Create digital onboarding forms that reduce manual paperwork—automate data entry into your CRM or HR systems for streamlined record management.

Performance Management & Feedback

Utilize employee self-evaluation and performance review template. Sync feedback directly in Salesforce for easy tracking and analysis.

Compliance & Incident Reporting

Customize incident report forms using conditional logic. Securely store sensitive data with bank-level encryption and GDPR compliance.

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Securely manage HR data and automate onboarding with Salesforce integration.

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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.

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

Streamline Your Media Workflows with 123FormBuilder & Salesforce

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

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

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

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!

Schedule a Demo

Power Up Your Media Workflows

Are you looking to streamline your digital media operations? Use 123FormBuilder with Salesforce to unlock powerful workflow automation tailored for media teams.

Here’s why this is a game-changer for your media operations:

Automate content submissions with dynamic forms and prefill logic.
Simplify advertising requests and bookings with seamless CRM integration.
Speed up media asset approvals and rights management.
Ensure secure file uploads and compliance with media regulations.

Advanced Capabilities for Media Workflows

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

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

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

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

Advertisement Order Form

Provide customers with an online order form to request advertisement services.

Copyright Release Consent Form

Collect and manage consent to use contributor content in media or promotions.

Talent Release Form

Collect and share information about actors’ consent for their image or voice recording and release.

Brand Licensing Agreement Form

Manage permissions and terms for using brand assets in media and promotions.

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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.

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Trusted by Leading Healthcare Providers

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

Key Features of 123FormBuilder’s Secure Medical Forms

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

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

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

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

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

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

Interested in our corporate plans?

Learn more about 123FormBuilder Enterprise and schedule a demo with our colleagues to explore how our solution can support your goals and organization.

Fill out the form, and our team will:

Understand Your Needs – We assess your challenges and goals to find the best solution.
Show the Fit – Discover how 123FormBuilder streamlines workflows and boosts efficiency.
Demo Key Features – Explore customization, integrations, and powerful tools.
Tailored Pricing – Get a custom plan that fits your budget and maximizes value.

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.

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:

Patient Intake Form

Streamline new patient registration by securely collecting medical history, contact details, and insurance information.

Medical Consent Form

Obtain digital patient authorization for treatments and procedures while ensuring compliance with legal and privacy standards.

Telehealth Appointment Form

Allow patients to book virtual consultations easily, reducing administrative workload and improving accessibility.

HIPAA-Compliant Medical History Form

Safely gather detailed patient medical records to assist in accurate diagnoses and treatment planning.

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.

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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!

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Marketing Teams That Count On 123FormBuilder

Why Marketing Teams Choose 123FormBuilder for Salesforce

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

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

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

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

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

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

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.

Are You Interested in Securing Your Process Automation with Forms?

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Enterprise-Ready Features for Salesforce for Marketing

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

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

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.

Maximize Marketing Impact with Salesforce Forms

Capture leads, automate follow-ups, & manage event registrations with 123FormBuilder for Salesforce, keeping your data organized & up to date.

Accelerate campaigns with seamless data syncing.
Capture & qualify leads with dynamic forms.
Automate marketing workflows for better efficiency.
Optimize event registrations with Salesforce integration.

Drive smarter marketing results with forms built for success!

Top Marketing Form Templates for Salesforce

Lead Capture Form

Efficiently collect and manage potential customer information through this secure form.

Customer Feedback Form

Use this form template to gather and manage customer opinions on products or services.

Marketing Strategy Questionnaire

Collect key insights to shape and refine marketing strategies through this online questionnaire.

Graphic Design Order Form

Allow clients to submit project details and requirements for a smooth design process.

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Transform your marketing operations with 123FormBuilder for Salesforce!

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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.

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Insurance Companies That Count On 123FormBuilder

Why Choose 123FormBuilder for Salesforce?

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

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

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

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?

Schedule a Demo

How Insurance Professionals Use Salesforce & 123FormBuilder

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

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

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

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

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

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.

Simplify Insurance Processes with Salesforce Forms

Automate form submissions, reduce manual entry, and keep policyholder data secure with 123FormBuilder for Salesforce.

Speed up claims processing with real-time data sync.
Automate approvals and eliminate paperwork delays.
Enhance security with encrypted, compliant forms.
Improve customer experience with seamless policy updates.

Power your insurance operations with smart forms that work for you!

Top Form Templates For Insurance Services

Auto Insurance Quote Form

Quickly record requests from vehicle owners and accelerate the quote process.

Dental Insurance Form

Process claims and verify coverage efficiently, ensuring hassle-free billing and treatment.

Certificate Insurance Request Form

Allow clients to submit details and receive certified documentation quickly and efficiently.

Acord Cancellation Form

Collect essential details, ensuring a clear and efficient termination process for providers.

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Online Data Collection for Enterprises

Simplify Audits and Reporting with 123FormBuilder’s Compliance-Ready Features

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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!

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Companies That Count On 123FormBuilder

Transform High Tech Data Management with Salesforce & 123FormBuilder

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

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

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

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

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

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.

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Bring Tech Data Into Salesforce With Forms

Eliminate Manual Data Entry

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

Centralized Data Storage

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

Real-Time Updates

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

Better Workflow Automation

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

Improved Data Security

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

Scalability for Growth

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

Supercharge High-Tech Operations with Salesforce Forms

Automate data collection and updates with 123FormBuilder for Salesforce, eliminating manual entry and ensuring real-time accuracy.

Sync data instantly to keep records up to date.
Automate workflows for feedback, support, and onboarding.
Enhance collaboration with centralized data management.
Ensure security with enterprise-grade protection.

Simplify Salesforce data management today!

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

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