Best Forms Automation Software for HubSpot CRM

EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

A prominent player in the realm of survey solutions, responding to 20 million inquiries each day. Maintain a competitive advantage by genuinely grasping your customers' perspectives. Customer satisfaction surveys enable you to engage with individuals across various interaction points, revealing their desires, needs, and expectations. Discover the effectiveness of your strategies and areas needing improvement directly through employee feedback. Assess workforce satisfaction, perform comprehensive reviews, or distribute compliance assessments. Regardless of your role, be it in HR or as a team leader, employee surveys provide the insights you require. Gain access to global opinions at your convenience—market research surveys simplify the process of gathering feedback from both current and potential customers, evaluating concepts, and measuring brand recognition. Become part of the 98% of Fortune 500 companies that trust SurveyMonkey for data powered by the people. With the ability to analyze trends and preferences, you can make informed decisions that lead to greater success.

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

Powerful cloud BPM and Workflow suite, made easy and friendly. Flokzu is a SaaS that uses no-code or low-code to automate business processes. It facilitates collaboration between people working on different tasks within an organization or team. It allows you to search for every form, document, or file in one place, manage pending tasks and create alerts. You can also integrate with other systems without the need for complicated spreadsheets or endless emails. Flokzu was created as a spin-off from a company with +18 year experience in corporate Business Process Management (BPM). It has received several international awards. We felt that the market needed a cloud-based solution that was powerful, yet affordable. We wanted to make process automation more accessible. We designed a tool that is powerful enough to manage complex business processes, but easy to use and shows results in hours. Join +140 countries to join +10.000 subscribers!

Fun Forms is a modern and easy-to-use platform that simplifies the process of creating and managing online forms. It offers a drag-and-drop interface that allows users to build customized forms quickly without requiring technical expertise. The platform includes a wide range of pre-designed templates for different use cases, including surveys, feedback forms, and client intake forms. Users can enhance their forms with built-in PDF generation and integrated e-signature capabilities, eliminating the need for additional tools. Fun Forms also supports seamless integrations with platforms like Google Sheets, Mailchimp, and other productivity tools. Its mobile-friendly design ensures that forms perform smoothly on any device, providing a consistent user experience. Real-time previews allow users to see changes instantly as they build their forms. The platform focuses on simplicity and speed, enabling users to create and deploy forms within minutes. Strong security features ensure that user data is protected with encryption and compliance standards. Overall, Fun Forms helps individuals and businesses streamline workflows and create professional, functional forms with ease.

Design and distribute stunning online surveys and forms using Typeform, a flexible tool for data collection tailored for professionals. Typeform enables users to create a variety of forms, including contact forms, quizzes, employee feedback surveys, and suggestion boxes, among others. Its user-friendly and aesthetically pleasing interface allows for easy customization of forms, enabling the collection of necessary information while providing real-time updates on modifications. Additionally, the platform boasts more than 500 integrations and offers straightforward analytics to deliver immediate insights into collected data. This makes Typeform not only effective but also an essential tool for enhancing user engagement.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

With Google Forms, you can conveniently gather and arrange information of all sizes without any cost. Whether you're organizing a camping adventure, handling event sign-ups, creating a simple survey, collecting newsletter subscriptions, designing a quiz, or much more, this tool has you covered. You have the option to incorporate your own images or logos, allowing Forms to select complementary colors for a personalized touch, or you can opt for one of the many pre-designed themes to set the desired atmosphere. There are various question formats available, including multiple choice, dropdowns, and linear scales, enabling you to customize your inquiries as needed. Enhance your forms further by adding visuals and YouTube content, or by utilizing advanced features like page branching and question skip logic for a more tailored experience. The responsive design ensures that creating, editing, and responding to forms is a seamless and aesthetically pleasing process on any device. All survey responses are automatically organized within Forms, providing real-time insights and visual data representations. For deeper analysis, you can easily transfer your data to Sheets, where you can explore it further. This versatile tool is perfect for anyone looking to streamline information collection and management.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Gravity Forms stands out as the most user-friendly and reliable solution for crafting sophisticated forms on your WordPress site. Don’t miss out on potential leads—enhance your business with a polished contact form that is filled with numerous time-saving features and tools. Gravity Forms is truly the only WordPress form plugin you'll ever require, allowing you to create and publish your forms in mere minutes. The process is straightforward, eliminating tedious tasks; simply choose your fields, adjust your settings, and seamlessly integrate forms into your WordPress site using the intuitive built-in tools. Additionally, Gravity Forms collaborates with popular web applications and online services to enhance the capability and versatility of your forms. With over a decade of experience in the WordPress forms industry, Gravity Forms continues to innovate, providing the most sought-after third-party integrations for our users. And this is just the beginning—stay tuned for even more premium partner integrations coming soon! Your form-building experience is about to become even more powerful.

WP Fluent forms - Create simple contact forms in minutes! Just a few clicks and your WordPress forms are ready! Click on the form fields you want, drag and drop them to your editor, add dynamic conditional logics, and voila! Your unique, rich form is now yours. It's easier than ever to create an online form. WP Fluent forms' intuitive design puts all the tools exactly where you need them. The powerful drag-and-drop contact form builder makes it easy to create WordPress contact forms or other online forms in a matter of minutes. It's easier than drawing on paper to build forms. WP Fluent Forms provides 3 templates that can be used to create forms. You can use the most popular forms, such as Contact Form, Support Form, and Event Registration Form, whenever you want.

Forms, popups and countdown timers are all available. Sliders, media galleries, media feeds/icons, ecommerce and ecommerce are also available. No programming required. The secret to creating an amazing eCommerce business is not so secret after all. Experts, consultants, and business owners will tell you that the secret to a successful eCommerce business is the ability generate leads, make sales, support customers, and keep them coming back. The "what" of success is clear and specific, but the "how" is just as clear. Determining what is more important is a debate that has been going on for ages and will likely, almost certainly, continue for the foreseeable.

Paperform's unmatched versatility allows you to create dynamic forms such as eSignatures and surveys, as well bookings, payments, and more. All in one place. Paperform is a digital Swiss Army Knife. The powerful editor is an easy-to-use solution that doesn't require any coding. It's just like writing a document, but much more fun. You can customize your projects in a wide range of ways. For example, you can embed content, add branded fonts and layouts, or even use a theme. You don't want to start from scratch? Paperform offers over 700 templates and 3,000 integrations to help you create anything, from simple signup forms to complex bookings and payment forms. Paperform is both. Paperform has more than 25 different question types to create forms that are tailored to your needs. The platform is powerful enough to meet all your needs - from guided mode, conditional logic and complex calculations.

Create a personalized design and component system using intuitive drag-and-drop functionality. Incorporate conditional step branches, loops, and various entry and exit points to enhance user experience. Easily embed your form with a single line of code and manage its state dynamically as required. Connect your form to any system via code, including your own database, for seamless integration. At Feathery, we are dedicated to empowering product teams to craft customizable, developer-friendly forms that suit their needs. Our no-code platform fosters ownership, accelerates development, and provides control for all users involved. Every form created with Feathery benefits from robust third-party CDNs, ensuring uninterrupted service and rapid load times. The form fields, which are the interactive elements seen by users, can be added through the visual editor, featuring options like text fields, dropdown menus, and file uploads. Furthermore, our Javascript integration makes it simple to embed your form into Javascript-based web applications or popular web builders such as Webflow, allowing for versatile deployment options. With these features, your forms can meet diverse requirements while maintaining a user-friendly interface.

Getsitecontrol is an email marketing platform for ecommerce brands. It houses everything you need to send beautiful promo emails, grow your email list and segment your audience, build email marketing automations, promote special deals on your website, survey your visitors, and prevent abandonment. Getsitecontrol offers a Shopify app, a WordPress plugin, and a Wix app. However, it works with any other website platform, including Bigcommerce, Magenta, Squarespace, and more

Upflowy is a drag-and-drop tool collecting leads and increases your conversions. You can use it to build and optimize your forms, quizzes, surveys, onboarding flows, and more. Up to 200 responses are free! Our no-code engines make it easy to build and AB test your lead and signup flow faster than ever. Instantly create best-in-class signup flow templates that can be installed and integrated into any website. Optimise your flow with A/B testing and ongoing experiments. This tool is designed to help you scale efficiently and convert customers. No code signup builder that offers world-class templates. Get actionable insights and funnel analytics in seconds. Easy-to-setup A/B Testing and personalisation capabilities.

Malcolm! This is a collection of web-based tools that allow you to interact with your users. Transform repetitive tasks and procedures into Workflows. You can create anything, from a simple form to a multi-step customer journey. You can either start from scratch or choose one of our pre-configured templates. Teach Malcolm! Teach Malcolm! You can also have your answers rated by users to help you improve your content. We make it easy to display content from Malcolm if you already have a website and/or app. There are many options for embed, widget, overlay, plugin and plugin options. If you don't own a website, or you would like to create a dedicated area within Malcolm for your content! Our hosted Hub is a great choice. Connect Malcolm! Connect Malcolm! Webhooks allow you to integrate with your own systems.

Higher conversions Interactive chats are more likely for customers to interact with your website. Delight Customers Use interactive question templates, gifs, and native language to delight your customers. You are always available 24x7 Even if all your sales reps are on vacation or asleep, you can still collect leads. Don't let your business go to sleep. Purchases at a Discount Engage each visitor to make every dollar of your advertising dollars count. Bot does not require human interaction.

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

We aim to empower everyone to develop apps that significantly enhance your company. We champion customization over off-the-shelf solutions, automation, and efficiency—envisioning one tool replacing ten. Above all, we value freedom: the freedom to build and evolve your company on your terms, ensuring it grows and adapts exactly as you envision.

FormCrafts is an intuitive drag-and-drop tool for creating forms such as payment forms, support ticket forms and quiz forms.

Streamline the integration, payment processes, and management of intricate business workflows through a single, highly tailored web form. This approach enhances the experience for students, educators, and the entire school district by utilizing web-based forms that are accessible from anywhere at any time. Keep track of inventory, oversee deliveries, and manage orders with online efficiency. Additionally, integrate with third-party applications to maximize productivity and ensure a seamless customer journey. By minimizing administrative burdens, organizations can concentrate more on their missions and initiatives. Utilize improved tools for engaging with members and supporters, enabling collaborative efforts toward shared objectives. Effectively oversee remote teams and collaborate on tasks ranging from routine activities to significant projects. Embed forms to facilitate swift and convenient business transactions, while also allowing for the setup of recurring subscriptions, displaying pricing options, and accepting various international currencies, ensuring comprehensive support for all users. By adopting these strategies, organizations can foster a more connected and efficient working environment, enhancing overall operational effectiveness.