RevOpsRocket Forms & Revenue Intelligence
Salesforce-Native Form Builder with Powerful Automation. Create forms, automate workflows, book meetings, and track attribution — all without writing code.
7 Powerful Completion Actions
Automate what happens after every form submission. Actions execute in sequence and can pass data to each other for sophisticated workflows. Each action supports entry conditions (AND/OR) — fire only when criteria are met.
Set Field Values
Update record fields with static values, form data, or token-merged content
Send Autoresponder
Send branded confirmation emails with merge field support
Create Task
Generate follow-up tasks with configurable assignment and due dates
Create Booking
Create calendar events from the booking widget with ICS attachments
Invoke Flow
Trigger Salesforce Flows with parameter mapping for complex logic
Add to Campaign
Add Lead or Contact to a Salesforce Campaign with configurable member status
Add to Cadence
Enroll Lead or Contact in a Sales Engagement cadence
Everything You Need
A complete form solution built for the enterprise, with security, observability, and flexible deployment options.
Form Builder
- Modern drag-and-drop interface
- Conditional logic (AND/OR)
- Virtual fields (token-only)
- Multi-page forms
- 9 field types supported
- Salesforce picklist integration
- Real-time preview
- No coding required
Object Support
- Lead, Contact, Case
- Account, Opportunity
- Any custom object
- Record type support
- Intelligent field mapping
- Automatic validation
Calendar Booking
- Round-robin routing
- Rules-based routing
- Customer-select routing
- Real-time availability
- ICS calendar attachments
- Double opt-in confirmation
- Self-service reschedule/cancel
- Rep & team dashboards
Attribution & Analytics
- 12 source parameters
- 7 click IDs + 5 UTM
- Automatic zero-config capture
- Revenue attribution
- Conversion funnels
- Top campaigns dashboard
Security
- Field name obfuscation
- 4-layer anti-bot protection
- SOQL injection prevention
- Open redirect prevention
- Type-safe field mapping
- Dual controller pattern
Consent & Compliance
- GDPR/CCPA/LGPD templates
- SHA-256 consent versioning
- Full audit trail
- Configurable consent blocks
- Opt-in and opt-out recording
- Standard Salesforce reporting
Observability
- Transaction tracing
- Anomaly detection
- Submission journeys
- Performance monitoring
- Completion analytics
- Booking diagnostics
Deployment
- Embed code for websites
- Standalone URLs
- Salesforce Sites native hosting
- Mobile-responsive design
- Source tracking
- QR code generation
A Native Calendly Alternative, Inside Salesforce
Embed a powerful meeting scheduler directly in your forms. Let prospects book time with your team without leaving the form — events created instantly on their Salesforce calendar.
- Round-robin — distribute bookings evenly across the team
- Rules-based — route to specific reps based on form field values
- Customer select — let visitors choose their preferred rep
- Real-time availability with configurable meeting durations
- Double opt-in confirmation with ICS calendar attachments
- Self-service reschedule and cancel links
- Rep & team dashboards for availability management
Works with any video-calling platform
Select a date to see available times
Smart Forms That Adapt in Real-Time
Build sophisticated forms with conditional logic that shows or hides fields and entire sections based on user responses. Supports AND/OR evaluation, multiple condition types (equals, contains, greater than, less than, is empty), and group-level conditions.
Field-Level
Show/hide individual fields based on previous answers
Group-Level
Reveal entire sections dynamically based on conditions
Decision Trees
AND/OR logic for sophisticated branching paths
Engage, Qualify, and Convert with Interactive Quizzes
Turn your forms into engaging quiz experiences that qualify leads, recommend products, and guide prospects to the right outcome — all while capturing data in Salesforce.
Lead Qualification
Score responses and route hot leads to the booking widget
Product Recommenders
Conditional logic guides users to the right product or service
Assessments
Knowledge checks, readiness assessments, and diagnostic tools
Understand Which Marketing Sources Drive Revenue
12 attribution parameters captured automatically — 7 platform click IDs (Google, Meta, LinkedIn, Microsoft, TikTok) plus 5 UTM parameters. Zero configuration required. Revenue attribution tracks conversions from first touch through to closed-won.
Built-in Audit Trail for GDPR, CCPA & LGPD
Every consent checkbox on every form submission creates an auditable Salesforce record. Pre-built compliance templates, SHA-256 hash-based version tracking, and both opt-in and opt-out recording — no external tools required.
6 Compliance Templates
GDPR Marketing, Data Processing, CCPA, LGPD, Terms, Newsletter
Version Tracking
SHA-256 hashing detects when consent text changes
Native Reporting
Build compliance reports using standard Salesforce Reports
Full Visibility Into Every Submission
The Observation Deck gives you end-to-end transaction tracing for every form submission. Click any transaction to see a stage-by-stage narrative trace. Automatic anomaly detection flags booking failures, action failures, and slow submissions.
Tracing
End-to-end timing per stage
Anomalies
4 detection types
Journeys
Stage-by-stage narrative
Analytics
Performance breakdown
6 Layers of Enterprise Security
Built with Salesforce Security Review best practices. Your data never leaves your org.
Field Obfuscation
Hides your Salesforce schema from public view
4-Layer Anti-Bot
Honeypot, timing, rate limiting, content filtering
SOQL Injection Prevention
Type-safe parameterised queries throughout
Open Redirect Prevention
HTTPS-only redirect validation
Type-Safe Mapping
Server-side type coercion with validation
Dual Controller Pattern
Separate admin (with sharing) and public (without sharing)
Dynamic Prefill
Generate secure, personalised form URLs that pre-populate with existing Salesforce record data. Perfect for “update your information” campaigns.
- AES-256 encryption with HMAC validation
- 90-day token expiration for security
- Configurable field-level control (editable vs. read-only)
- Bulk generation via Batch Apex for mass campaigns
- Progressive profiling for lead nurturing
Secure Prefill URL
Encrypted token ensures data security
Use Cases
RevOpsRocket Forms powers data capture across your entire organisation.
Lead Capture
Website forms that create Leads with automated follow-up tasks and campaign enrollment
Meeting Booking
Let prospects schedule demos or consultations directly from a form with round-robin routing
Quiz Funnels
Interactive quizzes that score and route leads based on fit, with personalised results
Event Registration
Collect attendee information with QR codes for print materials and event check-in
Contact Updates
Send prefilled forms to update customer information with read-only field locking
Support Requests
Create Cases with automated routing via Flows and confirmation autoresponders
Surveys & Feedback
Collect responses mapped to any custom object with consent tracking
Gated Content
Email digital content after contact details provided with GDPR-compliant consent
Technical Specifications
| Salesforce Edition | Enterprise, Unlimited, Performance |
| Package Type | 2nd Generation Managed Package |
| External Services | None required for core functionality |
| Browser Support | Chrome, Firefox, Safari, Edge (latest) |
| Mobile Support | Fully responsive design |
Ready to Transform Your Salesforce Forms?
Join organisations using RevOpsRocket Forms to capture data, automate follow-up, book meetings, and keep their Salesforce clean.