Handle product returns, customer support tickets, and order changes through forms that update your Salesforce Cloud. 

Create warranty registration forms that build your customer database and collect product reviews that sync with your product catalogs.

Manage student applications, course registrations, and academic support requests. 

Forms feed student data directly into Salesforce, tracking enrollment status and academic progress. 

Handle parent communications, event sign-ups, and alumni updates while keeping all records connected.

Process loan applications, investment account openings, and financial advisory requests securely. 

Forms capture client financial data and documentation, creating complete records in Salesforce. 

Handle wire transfer requests and account updates while maintaining compliance logs.

Manage patient intake, appointment requests, and medical history updates through HIPAA-compliant forms. Each submission updates patient records in Salesforce, ensuring providers have current information. 

Handle referral requests, prescription refills, and post-visit surveys while maintaining patient privacy.

Track bug reports, feature requests, and support tickets through forms that integrate with Salesforce Service Cloud. 

Create user feedback surveys that help your product team prioritize updates. 

Handle license key requests and software activation forms that automatically condition access.

Move recruitment, onboarding, and employee management into Salesforce with smart forms. 

Capture job applications that create candidate records, build performance review forms that update employee profiles, and manage time-off requests that sync with your HR calendars. 

Training registrations and feedback forms keep your talent development data organized.

Process claims, handle policy applications, and manage beneficiary updates through secure forms. 

Each submission creates or updates Salesforce records, attaches supporting documents, and triggers the right approval workflows. Build risk assessment questionnaires that help agents provide accurate quotes.

Handle client intake, document requests, and legal consultations through secure forms. Client information flows directly to Salesforce, creating new case records and triggering conflict checks. 

Build complaint forms, witness statements, and document review requests that automatically link to matter records and notify assigned attorneys.

Track production orders, manage quality control, and handle supplier documentation through smart forms that feed directly into Salesforce. 

Create custom inspection checklists that trigger automatic notifications when issues arise. Run maintenance requests that instantly update your Salesforce asset records, keeping your equipment data current and reducing downtime.

Create lead generation forms that qualify prospects before they enter your Salesforce pipeline. 

Build event registrations that segment attendees and trigger targeted campaigns. 

Survey forms capture customer feedback and preferences, enriching your Salesforce contact data for better targeting.

Build content submission portals, manage talent applications, and handle rights management paperwork. Forms help your team collect scripts, gather talent releases, and process licensing agreements. 

Each submission routes to the right Salesforce workflow, keeping your content pipeline organized and your rights documentation properly stored.

Create donation forms that automatically record gifts and send tax receipts in Salesforce. Handle volunteer applications, event registrations, and grant submissions that update your database instantly. 

Build impact surveys and intake forms that show your program outcomes in real-time reports. Every form submission helps you spend less time on admin and more time on your mission.

Capture leads, quote requests, and orders through powerful forms that update Salesforce in real time.

Automate sales follow-ups, feedback collection, and meeting scheduling—keeping your pipeline full and your CRM accurate. With less manual entry, your team can focus on closing deals faster.

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

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 

• 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