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Integrating Salesforce With
Form Titan Technology

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.

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​Why Form Titan?

Form Titan 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.

Form Titan Salesforce

​Form Titan 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 Form Titan salesforce integration. Form Titan is an advanced builder application that focuses on the salesforce system and provides bi-directional data transmission.

​Form Titan 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.

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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.

Amalgamated customer view

Salesforce allows storing all the relevant information related to a particular guest and regularly updating it with newly available data. As a result, the hotel staff has all the related information required to provide an experience tailored to the preferences of this specific customer.

Data Security

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.

Push and Get Notifications

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 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.

Get Insight into your Business

We bring people together to change everything positively Empire Cloud is committed to providing the best services for its customers. We would be happy to hear from you; please fill out the form below. Get started on your roadmap to achieve outstanding results!

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Salesforce Consulting Group, your go to partner for all things Salesforce.

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