Real-time Salesforce Integration with Titan Forms

Introduction

Welcome! If you are reading this article then you are probably shopping around for a stellar forms tool for Salesforce. In this article, we take you through the ins and outs of Salesforce integrated forms and show you what you should look out for when deciding on the right tool. Specifically, we focus on Titan Forms, the only solution on the market that gives you real-time, bi-directional Salesforce integration using zero code. Titan Forms integrates with Salesforce to give you limitless freedom when building your forms. Let’s dive in! 

Integration Solutions for Salesforce Forms

Salesforce of course has form functionalities such as web-to-lead, a relatively basic feature that enables you to connect lead forms to Salesforce. This is achieved through generating HTML code based on your desired fields and pasting this code into a form on your website. When a user fills this form in, the data is routed to Salesforce where a lead is automatically created. While Salesforce web lead is simple and easy to set up, it is pretty limited. For example, you cannot pull data from Salesforce into your lead form but only send it into your CRM. Similarly, this kind of form is only set up to connect to leads and it won’t be able to create other records in Salesforce. For complex or advanced use cases, Salesforce’s native web-to-lead feature fails in delivering robust Salesforce integration services. 

Aside from Salesforce web-to-lead, you can make use of a marketing automation platform (though this will again limit the objects you can work with) or you can invest in custom development to achieve integration with Salesforce for your forms. While custom development can give you forms with impressive flexibility and custom features, you will have to set aside time and money as well as factor in ongoing maintenance. 

If you aim to save on $$$ and precious hours, your best option is to shop around the Salesforce AppExchange for a quality third-party forms tool that does the hard yards and integrates into Salesforce for you. While there are of course tons of great apps to choose from to help you achieve integration with Salesforce, there is one that stands head and shoulders above competitors.

Supercharge your Salesforce Integrations

Titan Forms, part of Titan’s suite of no-code enterprise applications for Salesforce, is the only forms tool on the market that empowers you to work with real-time Salesforce data using zero code. Using Titan, you can easily pull data from Salesforce into your form to help users pre-fill information and work efficiently. And once the form is filled in it can be pushed back to Salesforce instantly. Unlike competitor Salesforce apps, Titan gives you the freedom to work with any data structure, any object, multiple objects, and cater to any use case you can dream of without needing to invest in custom development. 

Titan Forms are fully dynamic and customizable and they enable you to seamlessly edit bulk records, work with grid views, and attach files to your forms without roadblocks or special technical expertise. 

Automation and Integration 

Using Titan’s forms integration with Salesforce you can streamline your work processes and automate key business flows. For example, you can use the data submitted through your form to automatically create cases in Salesforce, which can be routed to the most appropriate support representative in real-time. Similarly, you can use Titan’s app integration to create or update any record you want in Salesforce. Imagine the web-to-lead experience on steroids! With Titan you overcome the limitations of native Salesforce forms features to work with any object you can dream of. You can also create advanced Salesforce reports based on the form data submitted.

Choosing Titan ahead of other Salesforce Products

Now that we have taken a closer look at the Titan Forms product, let’s summarize its most important features and what sets it apart from other Salesforce integration solutions. Here’s the most important stuff:

• Titan is the only form builder on the market that gives you the power to send data to Salesforce and pull it back in real-time using zero-code
• The pull function means forms can be pre-filled to enhance usability and save time
• 101% Flexibility to work with any object or data structure you can dream of 
• Implement custom use cases for any industry or niche project requirements without having to implement any coding or development
• Save big on time and money by avoiding complex development and speeding up time to market
• Set up conditional logic for personalized user experiences
• Work with any UX or UI to suit your business needs
• Easily embed forms in your website 
• Titan Forms works seamlessly with Titan’s platform for Salesforce to give you end-to-end business solutions that transform your organization.

So now you have heard the good part, but are there any cons to using Titan Forms for Salesforce? Well, the entire platform is designed to provide declarative experiences. This means that if you want to spend hours, days, and weeks coding this platform isn’t for you. In addition, it might take up to 20 hours to onboard you to Titan depending on how complex your use case is. 

Summary of Titan’s Integration with Salesforce 

Titan’s suite of codeless apps for Salesforce works in synergy, empowering you to implement any business process you can dream of. Titan Forms differentiates itself from other forms tools on the AppExchange by providing completely flexible integration with Salesforce minus the expense and time of custom development. Most forms apps make you choose between creating beautiful and flexible forms using code or building simple forms using declarative drag-and-drop tools. With Titan Forms you don’t have to make this impossible decision. Small organizations and large enterprises alike can reap the benefits of being able to connect their forms to the planet’s leading CRM at speed and scale. 

Ultimately, it’s up to you to shop around the AppExchange and find the app integration that suits the needs and specs of your project and organizational KPIs. In this article, we have shown you one viable solution and explained all the ways it can benefit you. Happy searching and we hope you find your dream form product!