Move beyond manual reporting with integrated form tools

July 30, 2025

CDFIs and nonprofits are leaders in community-driven work by expanding access to financial tools, supporting entrepreneurs, and creating lasting change. As your programs grow, so do the demands on your systems. Today’s users expect a seamless digital experience that is not only efficient but also intuitive and easy to use, making every interaction an opportunity to reinforce trust and satisfaction with your organization.

That’s where integrated form tools come in: not only do they help you streamline data collection and build staff capacity, they also create a smoother, more accessible experience for the people you serve.

Chances are you’re managing detailed, high-touch processes, like loan and grant applications, that require collecting sensitive information such as banking details, employment history, and tax documents. When that data is gathered through paper forms or generic survey tools, it means more manual entry, more room for error, and less ability to track progress or respond in real time.

That’s why many CDFIs and nonprofits turn to Salesforce, which provides a flexible, customizable platform that supports the complexity of your work and integrates with the tools you already use. With the right setup, Salesforce can help your team reduce administrative burden and stay focused on delivering impact.

Integrated digital form tools build on that foundation by:

• Allowing data to flow directly into Salesforce — no downloading, reformatting, or importing

• Instantly notifying staff when a submission comes in

• Triggering email alerts to clients with requests for additional information and/or a copy of their application/form submission

• Giving users a simple, mobile-friendly experience that builds trust

• Reducing team errors and streamlining reporting

Which form tools should you consider?

Here’s a quick overview of four commonly used Salesforce-integrated form tools. Each one brings different strengths and pricing:

123FormBuilder

123FormBuilder is great for organizations looking for all the necessary form features at an affordable price. It seamlessly integrates with Salesforce and offers a range of benefits for growing organizations, including form submission data exports, PDF generation, and extensive duplicate matching for cleaner data.

• Starting price: $2,160/year

• Live forms: Unlimited

• Submissions: Unlimited

• Available on AppExchange

FormAssembly

FormAssembly is a good option for organizations who want a simple interface that can help increase internal capabilities for building forms and allow users to export data directly to spreadsheets and/or sync data to Salesforce. It’s a web-based solution with standard mapping functionality that connects submitted data to Salesforce records, including contact and account matching. FormAssembly can handle complex forms and workflows, easily route data to Salesforce, and collect data outside of Salesforce when needed.

• Starting price: $4,805/year

• Live forms: Unlimited

• Submissions: Based on contract

• Available on AppExchange

Intellistack (formerly Formstack)

Intellistack’s Formstack is an easy-to-use interface for organizations with a basic understanding of their Salesforce instance and are looking to build their own forms. It offers essential functionality for building and mapping forms directly within Salesforce and includes duplicate matching, pre-filled URLs specific to existing contacts, PDF generation, and optional features like document generation and e-signature (for additional fees). For those needing to collect data outside of Salesforce, Formstack also provides a flexible, web-based solution.

• Starting price: $3,600/year

• Live forms: Based on submissions

• Submissions: 500/month

• Available on AppExchange

Titan Forms

Titan Forms is a top choice for organizations looking to efficiently scale their processes. It helps with streamlining and has a secure email-based portal for form assignments, email reminders, and optional features like document generation and e-signature (for additional fees). Pricing can also be locked in for a set number of years to prevent unexpected rate changes.

• Starting price: $3,600/year

• Live forms: 150

• Submissions: 10,000 APIs/month

• Available on AppExchange

All of these tools offer Salesforce integration, file uploads, skip logic, pre-filled fields, PDF generation, and more. The right fit depends on your workflow needs, internal capacity, and budget.

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Download our quick guide for more information about each form tool.

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You’ve already invested in strong systems and built trusted relationships in your community. A Salesforce-integrated form tool helps you deepen that foundation by saving time, reducing manual tasks, and creating more space for the heart of your work.

How to get started:

1. Explore and trial the options to find a tool that fits your team and budget.

2. Choose a solution that fully integrates with Salesforce.

3. Align your internal data processes so they sync smoothly with your CRM.

4. Equip your team to focus more on service delivery and less on manual systems.

Data collection has come a long way since Sweet Grass started in 2014. Back then, nearly all of our clients relied on SurveyMonkey, spreadsheets, and manual reporting. Today, more and more organizations are embracing digital tools that support their mission, free up staff time, and center the user experience. Integrated form tools are a key part of that shift. We’re here to help you find what works best for your team!