Form Titan
Integrating WordPress Forms with Salesforce Technology
WordPress is a known Content Management System that is used for building various sites and blogs. It is an open-sourced platform and a large number of sites on the Internet are developed from WordPress. To increase productivity, CRM is often paired with WordPress.
Now, talking about forms, form titan is the best tool for creating online web forms that are required for WordPress platforms. It is a cloud-based builder and using the tool is very simple. You don’t have to know a lot about programming skills, Form Titan enables endless forms that can be integrated into the development process. Through this tool, you can build feedback forms, contact forms, purchase forms, surveys and polls, order forms and a lot more.
Why Form Titan?
Formtitan salesforce is popular because using the same is pretty easy, intuitive and quick. The best part is, the data of the forms are automatically entered. It is a kind of tool that enables drag and drop in the creation process. It comes with a rate optimization engine that allows better conversion rates. The settings of the forms can be customised as per the requirement. In addition, the tool offers a number of themes and templates which are completely free of cost.
Formtitan Salesforce
Formtitan Salesforce is a great combination as it allows creating the most advanced forms. If you consider creating such advanced forms through this application, availing technical benchmarks with complete salesforce integration will be a lot easier. Salesforce integration and mapping have reached the next level, thanks to formtitan salesforce integration. Formtitan is an advanced builder application that focuses on the salesforce system and provides bi-directional data transmission.
Formtitan Salesforce Integration
The bi-directional connector allows you to read Salesforce data in real time as well as write the same back. Formtitan Salesforce integration helps in connecting multiple SF objects through a single form. Both standard and custom objects are supported and thereby, it enables creating complex flows. The platform is known for having a powerful feature of conditional logic that helps in creating dynamic forms. When it comes to payment integration, Form Titan comes on the first choice as it makes sure that all the transactional data are synced back to Salesforce. Also, it supports additional optimisation tools like chat, A/B testing, Heatmaps, Sentiment and others.
Salesforce Integration with third-party services
If you want to add third-party applications with Salesforce and integrate them into WordPress, consider consulting with a salesforce consultant. Salesforce integration is not an easy task and thus, it cannot be handled without proper knowledge. Third-party services are not always that advanced when compared to form building applications like Form Titan. To stay away from complications, it’s smart to discuss your requirement with a professional salesforce consultant.
Form building tools that integrate smartly with Salesforce is the base of building a good CRM. To work with Form Titan, get in touch with a professional at Salesforce Consulting Group as we are specialised in handling salesforce sales cloud.
Create Custom Web-Portals, Forms, and Document Generation without using up a multitude of Salesforce Licenses with Form Titan and Salesforces API integration. Create custom solutions for customers and employees that saves your company time and cost.
Form Titan
Features
Map Paper Forms to Online Forms
Easily scan your old paper forms into Form Titan and map your fields digitally. Take in digital signatures and make the transition from paper to digital a lot easier. Keep your original paper form layout and start mapping your form to your Salesforce API.
Manage Workflows on Forms
Create an easy to follow approval process with custom Workflows. This can be mapped to your Salesforce API onto your custom objects through push settings. Follow up through external messages or right on your dashboard.
Create Custom Conditional Formats
Create an easy to follow approval process with custom Workflows. This can be mapped to your Salesforce API onto your custom objects through push settings. Follow up through external messages or right on your dashboard.
Portal and Web Applications
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Data Security
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Push and Get Notifications
Create custom portal pages for customers and applicants. Provide your clients login data without using Salesforce licenses. Save time creating fully automated step by step submission pages.
Form Titan uses multiple security layers including SSL and data encryption. You can trust that your clients information is secure. Securing multiple streams of data and auditing for any potential breaches are a number of capabilities of Form Titan.
Send or Receive custom notifications during each step or process of your form. Provide your customers custom messages during different stages. Set reminders and completion deadlines for your forms and portals. Push form data to your Salesforce Object or populate your forms from your Salesforce Object.
Form Titan and Salesforce Integration Demo: How it works
Look at the capabilities and services that shows us how all this works.
Form Titan Pricing
Check out the short version of each package offered.
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Forms
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1 Environment
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1 User
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API / 10K / Month
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Salesforce Integration
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Forms
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Documents
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Digital Signatures
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1 Environment
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1 User
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API / 40K / Month
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Documents / 1K / Month
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1 Doc Gen User
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Advanced Tools
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Salesforce Integration
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Salesforce Integration
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Upgrades
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Onboarding(1 session)
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Forms
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Documents
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Digital Signatures
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Web Interface
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2 Environment
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6 User
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API / 80K / Month (HIPPA 20K)
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Documents / 1K / Month
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1 Doc Gen User
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Advanced Tools
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Salesforce Integration
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SAP Integration
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Upgrades
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*HIPAA Upgrades
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SSO
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Legal
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Onboarding(4 sessions)
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Account Manager
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HIPAA
Enterprise Edition
Form Titan and Salesforce Integration
Our Salesforce Experts are fully equipped in creating stunning Portals and providing top notch support for your Salesforce Integration using Form Titan. We have saved countless companies, thousands in cost just by creating an easy to follow customer portal.
Drag and Drop
After implementation is complete, we provide training for your staff to successfully troubleshoot and operate Form Titan portals and forms. The great thing about this is that there is no coding. Employees with little or no technical background can easily understand how to modify forms and help clients with online issues to keep you running smoothly.
Multipage Forms
Most approval processes require multiple steps, which means multiple forms. Each element can be customized to have a "get" and "push" command using Form Titan's Salesforce API. This is how information is communicated between your Salesforce objects and Titan forms. Have your contact's information pre-filled so your clients just have to apply their digital signature. This helps save time and let's you service more clients.
Titan Forms Workflow
Get a one stop shop for setting up flows, right on Titan Forms. There's no need to go back and forth between Salesforce and Titan Forms. Just configure actions on Titan forms to receive and send emails and actions that can be translated back to Salesforce and placed on your custom objects. This helps save Administrators and Developers time and reduce costs.