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Top Rated Forms Automation Software with Salesforce - Page 2

Last updated: July 2026

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50 software options

Centralpoint logo

Digital experience platform & content management solution

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Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners.

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Ungapped logo

Email campaigns, forms, surveys & SMS marketing

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Ungapped is a complete platform for email marketing, invitations, surveys, signup forms, text messages. Key features enable users to create and send mailings, newsletters and invitations, and get rich statistics and insights on emails sent, opened, clicked, bounced and more.

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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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CaptureFast logo

Cloud-based document & data capture application

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CaptureFast is a cloud-based document capture solution which provides SMBs with the tools to extract valuable information from physical or digital documents

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doForms logo

Mobile forms & mobile data collection

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Build custom online forms to replace your work orders, invoices, surveys and more in just a few clicks.

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pdfFiller logo

Online PDF form filler & editor

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pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

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FORM OpX logo

The Digital Assistant for the Frontline

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FORM OpX empowers teams to improve operational compliance by digitizing audits and inspections on mobile to reduce risk and improve safety and quality from the frontline.

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FAT FINGER logo

Cloud-based environmental health and safety (EHS) solution

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FAT FINGER mobile forms provide automation to Inspections, Safety, Maintenance, Production, ISO, Quality, Field Tickets & Inspections.

FREE trial at www.fatfinger.io

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Youreka logo

Salesforce–native smart mobile forms that work offline.

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Youreka, a Synaptic AP solution, is a market-leading Salesforce®-native app that guides mobile teams through forms and assessments for better data-driven decisions in the field, online and offline.

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Array logo

Where Data, Tasks, & Workflows Come Together

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Array is an Enterprise level data collection and inspection solution which allows you to easily complete inspections and automatically generate and send reports in the field, with or WITHOUT an internet connection.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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SurveyMonkey logo

Online survey and feedback collection platform

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Streamline data collection with SurveyMonkey forms. Integrate with 200+ business tools to automate follow-ups, trigger actions based on submissions, and track responses in real-time. From registrations to payments, our powerful AI-powered platform helps you save time and turn data into action.

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Involve.me logo

Create quiz funnels that qualify, segment & nurture leads

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No-code online form builder that enables you to create on-brand forms with custom user journeys as easy as drag & drop. Offer coupons, accept payments, send followup emails, analyze responses and connect to over 300 of your your favorite apps. Easily embed on your site or share with a simple URL.

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onPhase logo

Accounts payable and document automation platform

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Our Web Forms solution makes it easy to create, deploy, use and manage electronic forms. Capture business-critical data without the hassle of paper.

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monday.com AI Work Platform logo

Project management software

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Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

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Repsly logo

The Future of Retail Execution Starts Here.

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Repsly makes it easy to create, customize & share electronic forms for any industry, with selection questions, logic, alerts & photos - plus easy reporting!

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Instapage logo

Create landing pages without limits.

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With Instapage, marketers can maximize conversions by creating, personalizing, optimizing landing pages at scale, automatically connecting ads with relevant post-click pages, and delivering insights to drive the highest growth possible from digital ad campaigns.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is the industry leader in helping businesses replace their inefficient paper forms and manual processes with customizable mobile apps.

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Asana logo

Project tracking and workflow management platform

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Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform featuring forms automation. Our dynamic, AI-enhanced forms turn requests into structured work in one governed environment, kicking off workflows instantly. Eliminate manual data entry and maintain control from the moment a request is submitted.

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Salesforce Marketing Cloud Account Engagement logo

Salesforce B2B marketing automation for marketing & sales

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Pardot from Salesforce is a marketing automation solution designed to bridge the gap between sales and marketing teams,

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FormKeep  logo

Forms automation for web design, marketing and support teams

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FormKeep is a cloud-based forms automation solution, which assists web designers, marketing teams, and customer specialists with tools for data collection & file uploads. Key features include spam filtering, workflow automation, collaboration, data export, event coordination, & predefined templates.

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Streebo Mobile Forms logo

Build & Deploy Mobile Forms

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Streebo Mobile Forms allows users to build & deploy multi-channel, hybrid forms in minutes using drag & drop to mobilize business forms & empower the workforce

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Formulayt logo

Enterprise web form compliance management system

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Formulayt is an enterprise form management platform enabling marketing teams to create, deploy, and manage web forms at scale without developer dependencies. It integrates with major marketing automation platforms like Oracle Eloqua, Marketo, and Salesforce, offering automated compliance features for regional privacy requirements. Forms can be updated across campaigns via template-based deployment and bulk editing.

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