Form automation software has become an indispensable tool in the work and management processes of modern enterprises. No matter if in a small company or a large corporation, workflow automation can help increase efficiency, reduce manual errors, and enhance the workflow.
There are millions of automated form software on the market. Choosing the right form automation tool can be difficult. We have selected seven programs that have been well-received in the market, conducted a detailed evaluation of them, and written this article. We hope it can help you to choose a suitable form automation software program. (There are free options in it.)
Form Automation Overview
In this section, we’ll explore what form automation is, what industries it is used in, and the benefits it can bring you. Knowing this information can help you feel more confident in picking the best form automation software.
What is Form Automation?
Form automation refers to using software to automate repetitive and manual tasks when using a form. Under certain preset triggered conditions, the form automation can automatically Create Records, Update Existing Data, or Delete Existing Data. It is widely used in customer management, order management, human resources management, equipment management, etc.
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Form automation simplifies collecting and processing responses, so you can handle data more efficiently. Form automation software typically includes features such as automatic notifications, data integration, and response tracking, which help you easily maintain accurate and up-to-date information.
Benefits of Form Automation
Form automation can dramatically improve productivity. By automatically associating, populating, and triggering processes, repetitive manual operations are reduced, saving time and lowering error rates. Whether in purchasing, warehousing, or personnel management, form automation can bring substantial efficiency gains.
7 Best Form Automation Software
Here are 7 excellent form automation software programs on the market, each of them has its advantages, and all of them can help you streamline your workflow.
Top 1. Jodoo
👍 Best For: Users looking for free form automation software with advanced features.
Jodoo Form Builder is a powerful form automation tool using a no-code design that makes it easy for everyone to get started. With the intuitive interface and drag-and-drop operation, you can quickly create various types of forms on Jodoo and set up triggers to easily automate processes.
In addition, Jodoo provides strong workflow features. You can use child workflow to disassemble and simplify complex business processes while controlling them through parent workflow. This can help you significantly improve cross-departmental collaboration efficiency and workflow flexibility.
Even better, you can experience ALL these form automation core features above in the FREE version of Jodoo. For advanced users, Jodoo only costs you $12/month while the market price goes to $25 or higher. You will be able to customize up to 120 automation rules and unlock more advanced automation features. For example, the Webhook and API features allow Jodoo to seamlessly integrate with your CRM, ERP, and other systems for real-time data synchronization.
📢 Case Study: An intermediate-sized e-commerce company uses Jodoo to manage orders, inventory, logistics, customer service work orders, and other information and multi-departmental collaborative processes. They said that Jodoo helps them save up to 50% of the cost of traditional processes, improving efficiency by up to 40%, and reducing the likelihood of errors.
😍 Pros:
- Free version available with automation features
- Supports regular and workflow forms
- Pro Smart Assistant for handling complex logic
- Webhook integration for paid users
😥 Cons:
- Automation rules limited to five in the free version
💰 Price/Plans:
- Free: Full basic features
- Paid plan: $12/month if you subscribe annually
📚 Related Reading: Jodoo Form Builder Review
Top 2. Jotform
👍 Best For: Versatile form building with robust customizable automation capabilities.
Top 3. HubSpot
👍 Best For: Businesses looking for a comprehensive CRM with form automation.
HubSpot has gained popularity due to its combination of customer relationship management and form automation, providing a powerful tool for managing customer interactions. With HubSpot, companies can easily create all kinds of forms, automate marketing, and gain a more complete understanding of their customers.
Compared to other similar products, HubSpot is not just a form automation tool, but a complete marketing platform. By tightly integrating marketing, sales, and service, HubSpot helps companies grow on all fronts. Its intelligent modules, automated workflows, and deep integration with CRM provide powerful marketing automation capabilities.
😍 Pros:
- Integrated CRM and form automation
- Powerful automation tools
- Comprehensive customer management
😥 Cons:
- Higher cost compared to standalone form automation tools
💰 Price/Plans:
- Free: Limited features
- Paid plans: Start at $50/month
Top 4. Typeform
👍 Best For: Creating engaging and interactive forms with automation.
Typeform is also a good choice among form automation software. It provides unique form automation features to simplify the data collection process, outperforming scenarios like marketing surveys, customer feedback, and small quizzes. When you create a form with Typeform, you get an interactive and conversational form. There’s only one question on the page, and you can add if/then to the questions so that you get the most accurate responses, which can be great for collecting customer feedback and needs.
Typeform’s automation can automatically generate a report of the completion rate for you to do further analysis. What’s more, Typeform smoothly integrates with CRM and analytic tools to enhance your forms. This will simplify your data management and enhance your efficiency.
😍 Pros:
- Engaging form designs
- Effective automation features
- Integrates well with other tools
😥 Cons:
- Limited customization for creating highly tailored forms
- Complex to get started
💰 Price/Plans:
- Free: Basic features
- Paid plans: Start at $35/month
📚 Related Reading: Typeform Review | Typeform Alternatives
Top 5. Fulcrum
👍 Best For: Field data collection with automated workflows.
Fulcrum is a mobile data collection platform designed for field teams to streamline workflows with powerful automation features. It supports offline data collection for industries such as construction and environmental. The platform allows users to create complex customized forms to collect, store, and present data and supports images, video, audio, and geotagging.
In addition, Fulcrum offers automated operations, customized reports, mobile and management training, and webinars. By integrating with hardware such as GPS devices, drones, and sensors, Fulcrum increases productivity and enables real-time, two-way communication with other applications.
😍 Pros:
- Ideal for field data collection
- Offline capabilities
- Strong automation features
😥 Cons:
- Niche focus may not suit all businesses
💰 Price/Plans:
- Free trial available
- Paid plans: Start at $22/month
Top 6. Upkeep
👍 Best For: Maintenance management with form automation.
Upkeep excels in the field of maintenance management as an outstanding form automation software program. It not only efficiently manages work orders, inspections, and asset tracking, but also significantly improves the efficiency of maintenance workflows by automating forms. Upkeep provides preset and customizable form templates, allowing you to easily create all kinds of maintenance tasks and automatically generate work orders, assign tasks, and track progress.
Upkeep also supports integration with other systems, such as ERP systems and IoT platforms, to interconnect data and help organizations achieve more comprehensive asset management. Whether it’s in manufacturing, healthcare, or real estate, Upkeep provides a complete maintenance management solution to help companies improve equipment reliability and reduce maintenance costs.
😍 Pros:
- Excellent for maintenance management
- Integrated form automation
- Efficient asset tracking
😥 Cons:
- Primarily focused on maintenance
💰 Price/Plans:
- Free trial available
- Paid plans: Start at $35/month
Top 7. Google Forms
👍 Best For: Beginners and small teams that are searching for an automation workflow.
When looking for a free form automation software program, you cannot miss Google Forms. It is not only an easy-to-use form builder but also a robust automation platform to help collect and analyze data. Google Forms delivers a visual user interface, with which you can simply drag and drop to create various online forms.
The best thing about Google Forms is its automation capabilities, starting with its deep integration with Google Workspace, which automatically makes visual charts of the data in your forms. The generated content can also be automatically emailed to your workmates or your predefined recipients, which greatly reduces the time and cost of processing your data and improves your productivity.
Another advantage of Google Forms automation is that it can integrate with third-party tools to realize more complex and efficient automated workflow. All Google forms can be connected to your system to get the data, process, and set up the corresponding tasks to be distributed to the person in charge. This set of processes is efficient and accurate, largely avoiding human error.
😍 Pros:
- Free and easy to use
- Deeply integrated with the Google ecosystem
- Provides basic automation features (e.g. auto send reply emails)
😥 Cons:
- Not suitable for complex workflows
- Limited customization options for enterprises
- Limited data analysis function
💰 Price/Plans:
- Free
📚 Related Reading: Google Forms Review | Google Forms Alternatives
Verdict: How to Choose the Best Form Automation Software
Have you been dazzled by all these great form automation software and can’t decide which one to choose? Don’t worry, now we will teach you to choose the right form automation tools according to your situation. Remember, you have to consider carefully before making your choice. After all, if you start using form automation to enhance your workflow, you will be using it for a long time.
For Individual / Small Organization / Studio Users
You may mainly consider options that are easy to use, have some extensibility, and are fairly priced. Here we recommend free options such as Google Forms, and free plans of Jodoo Form Builder, Jotform, or Fulcrum.
These free online form builders come with a certain level of automation for workflow and secondary workflow. In addition, they also provide some basic form automation functions to fulfill your daily needs.
For E-Commerce Company Users
You may need form automation software that can access your ordering system and a tool that can do a good job of combining CRM and form automation. Here HubSpot, Typeform, and Upkeep are recommended.
If you are more focused on stock inventory and management or customer surveys & feedback, any of the free form automation tools is a good fit.
For Large-Enterprise Users
The Jodoo Business plan, at just $12/month, is the best choice for you. You can add all your employees to Jodoo for unified management and easy collaboration.
With Jodoo, you can automate workflows to handle a series of approval processes efficiently. Additionally, Jodoo provides Webhook functionality for real-time data synchronization and notification. Its Business plan allows you to create unlimited forms, each supporting up to an impressive 750,000 data entries, with unlimited submissions. These features make Jodoo your top choice for form automation.
The Bottom Line
All in all, the seven form builders mentioned in this article are well-established products and can fulfill basic form automation needs. If you’re not sure what to choose, try one of the free ones first, and if you think it’s a good one, continue using it or subscribe to it.
