Salesforce for Sales Teams
Take control of your sales operations using 123FormBuilder with Salesforce for sales. Build custom forms that send data directly to your CRM. Save time, reduce errors, and sell more.
Companies That Count On 123FormBuilder
Automate Legal Processes with 123FormBuilder and Salesforce
Accelerate Lead Capture
Use lead capture forms to collect prospect information the moment interest is shown. You gather names, emails, and inquiries without any delay. Your team accesses accurate data instantly to follow up on opportunities.
Generate Accurate Quotes
Deploy quote request forms that let prospects ask for pricing and service details. You capture the required information and send it straight to Salesforce. Your sales team then prepares tailored proposals quickly and accurately.
Record Orders Efficiently
Set up order forms to capture product details and purchase orders with minimal effort. You receive complete order information automatically in Salesforce. This keeps your sales data current and reduces errors in order processing.
Capture Customer Feedback
Implement customer feedback forms to collect opinions and satisfaction ratings. You store responses directly in Salesforce for immediate review. Use this feedback to adjust your sales approach and respond to client needs.
Plan Meetings & Follow-Ups
Utilize appointment scheduling forms that let prospects book consultations and demos online. You update Salesforce with every meeting detail without extra steps. This ensures your team never misses a follow-up and stays on top of their schedule.
Track Sales Performance
Create reporting forms to log sales activities and performance metrics. You consolidate sales data directly into Salesforce for clear insights. Use these insights to make informed decisions and drive your sales strategy forward.
Secure Your Sales Process Automation with Forms!
Schedule a DemoTop Form Templates for Salesforce for Sales Teams
Sales Appointment Request Form
Allow potential clients to easily book meetings with your sales team for faster follow-ups.
Sales Lead Form
Help businesses capture and qualify potential customers by collecting key contact details.
Sales Feedback Form
Improve processes, enhance customer satisfaction, and boost conversions with this form.
Sales Order Form
Streamline the ordering process by allowing customers to place orders quickly online.
Sales Automation with 123FormBuilder
Empower your sales team with automated forms that simplify lead capture, scheduling, and order management—so they can focus on closing more deals. With 123FormBuilder Enterprise, you get:
Salesforce for Sales Online Forms Use Cases
Lead Capture Forms
Create lead capture forms that gather customer data at the moment of interest. You collect contact details and potential sales opportunities instantly. Your sales team gets accurate information to follow up with prospects.
Quote Request Forms
Use quote request forms to let prospects ask for pricing and service details. You capture inquiries directly in Salesforce for quick review. This helps you move from inquiry to a solid sales pitch without delays.
Order Forms
Build order forms that register sales transactions and capture product details. You receive order information immediately in Salesforce. This setup keeps your sales records current and precise.
Customer Feedback Forms
Deploy customer feedback forms to gather opinions and satisfaction ratings. You store responses directly in Salesforce for easy access. Use this data to adjust your sales approach where needed.
