Capture Data. Revenue Attribution.Automate Stuff.
Book Meetings.
A form builder that runs natively in Salesforce, with automation built in. Create forms, automate workflows, book meetings and track attribution from inside your own org.
Any Salesforce Object
Lead, Contact, Case, Account, Opportunity, or any custom object
7 Completion Actions
Set fields, send emails, create tasks, book meetings, invoke flows, add to campaigns, enroll in cadences
Calendar Booking
A native Calendly alternative with round-robin, rules-based, and customer-select routing
Source Attribution
12 parameters tracked automatically from Google, Meta, LinkedIn, Microsoft, TikTok
6-Layer Security
6 layers of defense, including field obfuscation, anti-bot, and SOQL injection prevention
External Form Tools Break Your Salesforce Workflow
Most form tools sit outside Salesforce, so someone has to manage the connection between the two.
Sync Failures
External form tools rely on middleware to push data into Salesforce. When the sync breaks, leads go missing, and it can be a while before anyone notices.
Security & Compliance Risk
Form data passes through third-party servers before reaching your org. That means extra DPAs, additional vendor risk assessments, and potential compliance gaps.
Hidden Costs
The form tool is only the first line item. Then come integration middleware, developer time for field mapping and ongoing maintenance.
RevOpsRocket runs 100% natively in Salesforce, so your data never leaves your org and there's no middleware sync to maintain.
Features
What RevOpsRocket Forms Does Inside Salesforce
Every feature below is built 100% native to Salesforce, with no external dependencies. Submissions land in the same org that runs your existing workflows.
Visual Form Builder
Drag-and-drop interface with 9 field types, multi-page forms, and real-time preview.
Conditional Logic
Show/hide fields and sections with AND/OR rules that adapt forms in real-time.
Calendar Booking
Native Calendly alternative with round-robin, rules-based, and customer-select routing.
Dynamic Prefill
AES-256 encrypted form links pre-populated with existing Salesforce record data.
Flexible Deployment
Embed on websites, share standalone URLs, or host natively on Salesforce Sites.
Source Attribution
12 parameters captured automatically from Google, Meta, LinkedIn, Microsoft, and TikTok.
Revenue Attribution
Track conversions from first touch to closed-won with campaign and source breakdowns.
Consent & Compliance
GDPR, CCPA, and LGPD templates with SHA-256 versioning and full audit trail.
6-Layer Security
6 layers including field obfuscation, 4-layer anti-bot, and SOQL injection prevention.
Eight Ways Teams Use RevOpsRocket Forms
Each of these runs on the same form builder in your org, from lead capture through to partner onboarding.
Lead Capture
Website forms that create Leads with automated follow-up tasks and campaign enrollment.
Meeting Booking
Let prospects schedule demos or consultations with your sales team directly from a form.
Quiz Funnels
Interactive quizzes that score and route leads based on fit, with personalized results.
Event Registration
Collect attendee information with QR codes for print materials and event check-in.
Data Verification
Send prefilled forms to update customer information with read-only field locking.
Support Tickets
Create Cases with automated routing via Flows and confirmation autoresponders.
Partner Onboarding
Multi-page intake forms with conditional logic for detailed partner applications.
Gated Content
Email digital content after prospects provide contact details with consent tracking.
Support From an In-House Team
Customers of our previous apps got fanatical support from us, and we've made support the thing RevOpsRocket competes on.