You can create simple no-code upload forms that send client information direct to Salesforce. You can even set up an automated series of emails to remind customers about what information they need to submit to keep the onboarding process on track. With File Request Pro you can create multi-page forms with conditional logic, which guide customers to give you the information and documents you need. Once you’ve converted a lead to a (probable) sale, you’ll begin the process of customer onboarding.Ī smooth – and preferably automated – onboarding experience means you can concentrate on delivering value to the customer sooner. It also supports attachments, because often it’s easier for users to screenshot and annotate problems rather than describe them.Ĭreating multi-page onboarding forms for Salesforce. Your customers may be frustrated when they contact support.Ī good customer support form is easy to fill in on any device. It’s very important that customer support forms are user-friendly. You choose how to map your form questions with your Salesforce records, and whether you want to create or update a record or attach a file to an existing record.Ĭreating no-code customer support forms for Salesforce. With File Request Pro you can embed a form into your website or create a standalone landing page.Ĭustomize this form so it matches your branding, while reassuring clients that the information they send will be secure.Īs soon as leads fill in the form, their information is sent through an encrypted connection to your Salesforce. They persuade potential customers to select a call to action by offering them a targeted and reassuring experience. Creating no-code lead generation forms for Salesforce.Įffective lead generation forms fit seamlessly into your website. Create your first form (or ‘upload page’) and test it out with sample data.įind out more about the File Request Pro and Salesforce integration. Sign up for a free File Request Pro trial and connect your Salesforce account. Customer information, including large files, is sent directly to your Salesforce account, to the correct object (standard or custom). Salesforce doesn’t have a form builder as such, so you need to use a third-party integration like File Request Pro to create no-code forms.įile request Pro makes it easy for you to create forms for onboarding, lead generation, and customer feedback. Getting started with simple forms for Salesforce. What can you do with File Request Pro’s Salesforce integration?
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