Digital Forms Automation
with Salesforce + Titan
Your customers fill a form. The data lands in Salesforce. A Flow kicks off. No one re-types anything. That's what we build.
Sound Familiar?
How We Fix This
Forms That Adapt
The form checks who's filling it out and adjusts. A returning customer sees their info pre-filled from Salesforce. A new lead sees different questions. Fields show or hide based on previous answers. No code needed.
Straight to Salesforce
Data writes to Salesforce the moment a user submits - or even as they type. No CSV export. No middleware. No nightly sync. The CRM stays the single source of truth.
Multi-Step with Save
Nobody wants 50 fields on one page. We break forms into steps with a progress bar. If a user leaves halfway, their answers are already saved. They pick up where they left off.
Real-Time Validation
Fields get checked before submit. Need to verify an account exists in Salesforce? Done. Block duplicates? Built in. Users see errors right away, not after submitting bad data.
Post-Submit Automation
The form doesn't end at submit. It triggers a Salesforce Flow that creates records, assigns tasks, sends confirmations, and starts the next process. The form is the front door to the whole workflow.
What Changes
Why Us
We've Built Hundreds of These
Simple contact forms, 10-step intake processes, multi-object Salesforce submissions. We've seen the edge cases and we know how to handle them.
Push/Get Is What We Do
Real-time Salesforce integration through Push/Get is our daily work. We know the limits, the workarounds, and how to build for volume.
You Get a Working System
We don't hand you a form and walk away. We design the data model, build the Flow automation, test with real data, and train your team to manage it.
Let's Fix Your Forms
Tell us what you're trying to collect and we'll show you how it connects to Salesforce.