Integrations & Payment Collection

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How to receive payments in your Square merchant account

Collecting money via forms is an easy and fast way to grow your business. Whether you are selling a product or offering paid services… Read more

[AppExchange – 123FormBuilder] Form Migration Between Salesforce Orgs

Different business scenarios may require you a form migration between Salesforce orgs. For example, after you are done setting everything up in your Sandbox… Read more

[AppExchange – 123FormBuilder] Send data to Files object

Besides the Attachments object, the Files object can receive data sent through the form as well. To set it up, just follow the steps… Read more

[AppExchange – 123FormBuilder] Prefill forms in Salesforce Communities

A form published on a community page can be automatically prefilled with the username or email of a logged in user, pertaining to that… Read more

[AppExchange – 123FormBuilder] Forms for Salesforce Communities

With Salesforce Communities you can create a secure community and engage directly with your customers, partners or employees. So let’s take a look at… Read more

Egnyte Integration

The Egnyte integration allows you to send form data or uploaded files to your Egnyte account. The first step is to access the Settings… Read more

[AppExchange – 123FormBuilder] Dynamic Prefill

You can now prefill your form fields with data, by simply typing the keywords based on which the information will be retrieved from Salesforce.… Read more

LinkedIn Integration

Did you ever think about how easy it would be for your users to automatically fill in your form with their LinkedIn information? All… Read more

[AppExchange – 123FormBuilder] Field Types

Salesforce Field Label 123 Field Label Lookup Has to be mapped with a lookup you create under the Lookup tab. Checkbox Multiple Choice Currency… Read more

[AppExchange – 123FormBuilder] Multiple levels of relationship

The levels of relationship between objects can be defined as a connection between a primary object and a secondary object related to it. But… Read more

[AppExchange – 123FormBuilder] Layouts

There are different layouts that can be set for each object in Salesforce. The integration within 123FormBuilder allows you to select a layout that… Read more

[AppExchange – 123FormBuilder] Send Data Based On Conditional Rules

You might need to create records in your Salesforce account only if some conditions are met in terms of form fields content. For example… Read more

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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