Offline Lead Capture

Instantly capture leads offline with a tablet or mobile device.

Examples


Offline Lead Capture

Use Formyoula mobile forms to capture new leads and contacts during events, exhibitions and tradeshows, even if your mobile device is not connected to the internet. All devices and platforms are supported.


Event Registration

Use Formyoula mobile forms to connect your events and Salesforce in minutes. Keep track of in person campaigns and events like never before.

What Our Customer Say


On a Friday morning, I was told that I had to deploy an offline capable iPad form for an event the next day. We would be capturing over 200 leads and did not want to use pen and paper. After looking at iForms and realizing that I’d still have to sync the data manually into salesforce, I decided to try formyoula. 30 minutes after signing up, I had my first form built and was pushing data from my iPad directly into a custom object on salesforce.com.

Fast forward 3 months and we are now capturing over 5,000 leads a week with over 100 users.
— Alex

 
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Average Customer Review - click here to see all the reviews.

Salesforce Features

✔ Secure Sign In with your Salesforce organisation
✔ Create, Update and Find Records on Salesforce
✔ Create any number of related records with repeat groups
✔ Salesforce field types and required fields are automatically resolved
✔ Control record creation sequence to link all your new records
✔ Search for Salesforce records while online and offline
✔ Pre Fill your forms with information from Salesforce
✔ Assign jobs and records to users with Salesforce select lists
✔ All your data is stored on Salesforce services
✔ Add Formyoula tabs in your Salesforce

Guides

 
 
 
 

Create a Salesforce Form

In this guide we will walk you through the process of creating a Formyoula form.

Convert Salesforce objects to Formyoula forms

Using our Salesforce object to Formyoula form converter you can very quickly create mobile forms with offline support or online surveys. 

Add Users And Share Forms

By Adding users to your organisation you will be able to share your forms and set the access level for each user.

 
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Lead Capture With Business Card

In this guide we will show you how to create basic lead capture form with option to add a business card image.

Conditional Fields

By using conditional fields on your forms you can implement workflows that allow you to control field and other form element visibility.  

Offline Salesforce Lookups

Please use this guide to enable Salesforce offline lookups in your form.