Third Party Apps

123FormBuilder for Salesforce

This is an older version of the 123FormBuilder integration with Salesforce. For the current version, please visit our AppExchange listing and read our app introduction.

With our Salesforce forms builder, you can import form data from your submitters to your Salesforce account. You will find the integration in the Integrations section of your form within your form builder account on 123FormBuilder.

Type in your Salesforce email address, password, and authentication token. The Salesforce authentication token needs to be retrieved from your Salesforce account. Read here the instructions on how to do it.

Then, select in the Create Object dropdown any of the available object types, according to the type of object you want to create: Lead, Contact, Note, Case, Account, Document, Opportunity, Event, Task, Campaign, Custom Object, or Attachment.

Salesforce app

Click on the Customize button to specify how to manage user input. For example, in the Company dropdown, choose the form field where users specify what company they represent. This way, the company name will be placed in the corresponding Salesforce field.

Salesforce customize

Press Save, then Save again in the main Salesforce integration box to enable the application.

If you use more than one-page layout on Salesforce, make sure you use the dropdown in the customization lightbox to select the layout that contains the fields you need. To see what fields each layout contains, select the layout in the dropdown and scroll down to see the fields.

Important Note! Salesforce provides API access, which is needed in order for the two apps to communicate, starting with the Salesforce Enterprise service plan.

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10 comments

  1. After the form creates the Lead, how can I handle the Redirect with custom variables so I can pass the LeadId into the redirection? is there any custom variables that does that?

    Reply

    1. Hi Miguel, you can perform a lookup where the LeadId is returned based on the given email address. To develop a lead, for example, you could ask your clients to complete the email field on the initial form. Then, you could push the email address to the second form, where you could use a lookup to get the LeadId based on the pre-filled email address.

      Reply

  2. I have Jungo, which is a Salesforce license. Which subscription plan do I need in order to have my 123Formbuilder data create/update records in Jungo? Also, is said feature on the same subscription plan that allows you to build Forms from within the Jungo Lightning Application?

    Reply

    1. Hi Kevin, we currently provide an integration only with Salesforce, not Jungo, therefore, you can only create/update records in Salesforce and forms can be managed via our application after you install it in your Salesforce account. The Salesforce integration is available on our Professional and Enterprise plans. If you have additional questions, please reach out at customercare@123fomrbuilder.com and we’ll gladly help!

      Reply

  3. I have a form from 123FormBuilder already set up on my website and it goes to my info email address. How do I send it to my salesforce.com instead? The Organization ID. is 00D2K00000ooph. Do I have to do a form specifically for that?

    Reply

  4. Is there a free trial or anything where I can test the integration to 123 and Salesforce to see if it actually accomplishes what I need it do?

    Thanks,
    Kyle Brown
    Peoplenet Inc.
    Director of Client Operations

    Reply

    1. Hello Kyle!

      I have just forwarded your request to our Sales Department. They will get back to you by email.

      Thanks!

      Reply

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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