FormsJunction

Capture Surveys in Forms with Digital Payments in Salesforce & ERP data

FormsJunction enables Salesforce-native data capture via dynamic forms with digital payments for online purchases, syncing data to Salesforce and ERP systems. Build zero-code forms for surveys, event registrations, attendee questionnaires, health and safety forms, site inspection and field service reports. Auto-generate PDFs pre-filled with collected data. View NPS / CSAT trends in-line on Salesforce Accounts, Campaigns, Cases and custom objects, leveraging Salesforce Analytics for insights.

Contact a Specialist
Request a demo

Re-imagine Data Integrations

Leverage Salesforce Automations & Analytics

  • Send automated Case completion surveys to capture Case feedback
  • Automate rules-based escalation based on sentiment reported in survey response
  • View NPS / CSAT trends in Salesforce records and Dashboards

Salesforce-powered Data capture & Digitization

  • Capture Surveys, Event Registration and Event Attendee profiles in Campaigns
  • Generate PDFs from collected data for e-tickets, invoices and receipts
  • Collect digital payments with responses for event ticket purchases

Pre-integrated with ERP & Back-office systems

  • Sync captured data and payment transactions with ERP & Accounting systems
  • Sync survey responses to HR systems for employee feedback and performance reviews
  • Sync survey data to Project Management Systems for end of project reviews (EPRs)

Architecture / Features

Salesforce-native Data Capture:

With zero-code administration, auto-create and update standard or custom Salesforce object records with data collected in forms and surveys

Zero-code Interface Customization

Create mobile-responsive, branded surveys and forms without coding or scripting

Event Management Workflow

Set up questionnaires configurable per event, for capturing event registration, attendee profiles and preferences and generate e-tickets from survey data

Digital Docs Generation

Auto-generate PDFs from pre-defined templates, pre-filled with data collected in forms and surveys to generate site inspection reports, invoices, receipts and event tickets

In-App Payment Support

 Collect digital payments with data capture on the forms pre-integrated with payment gateways and automate invoices and receipts for online purchases

Connect with ERP & Back-office Systems

Integrate with Accounting, HR and ERP systems to sync feedback, performance metrics, and customer reviews eliminating manual data entry and enabling aggregated insights

Salesforce Analytics for Insights

Leverage Salesforde Dashboards for insights into campaign performance for events, attendee engagement, ticket sales, employee satisfaction and stakeholder feedback surveys

Pricing

Subscription plans

Billed Annually in USD

unnamed-1.png

Discounted pricing is available for not-for-profits

Growth

Capture Data & Payments in Forms

$150 user/month

  • Capture data in digital forms for surveys and inspections
  • Collect digital payments or payment authorizations
  • Streamline on-boarding and purchase of membership subscriptions
  • User License needed for form creators / admins only
Contact Us
MOST POPULAR

Pro

Generate PDF docs from Forms data

$165 user/month

  • Generate PDF docs pre-filled with forms data for reports, receipts & invoices
  • Support for E-signature
Contact Us

Extensions

Integrate with 3rd Party Systems

Add Connectivity to any edition

  • Add e-tickets and Event Registration for event management
  • Sync with 3rd party Payroll, Accounting, HR & ERP Systems
Contact Us

Ready to unlock Salesforce's full potential?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.