Forms
No sync. No connector.It’s already in Salesforce.
Forms for applications, donations, sign-ups and surveys, with every answer saved to the right record, at no cost.
The problem
Another form tool is another system to run.
Most nonprofits collect information in one product and keep it in another. That means another license, another login, and data and rules that live somewhere your Salesforce admin can’t see.
Licenses
Another subscription, often priced by seat, so the team shares one login.
Your data
Lives in two places: the form tool and Salesforce.
Business logic
Routing, rules and calculations live in the other system, out of your admin’s sight.
Keeping it in sync
A connector or a weekly import, and the duplicates that come with it.
Licenses
Unlimited users. Anyone with Salesforce access can build and review forms.
Your data
Lives in one place: your Salesforce org.
Business logic
Logic lives in Salesforce, next to your Flows and validation rules.
Keeping it in sync
Nothing to sync. It’s 100% native to Salesforce.
Built for these jobs
One form builder for every program.
From surveys to housing, food recovery and grants.
Surveys & feedback
Rating, Likert and open questions, reported on next to everything else in Salesforce.
Housing applications
Eligibility questions that branch by household, with document uploads and e-signatures.
Food recovery
Food donors register pickups and partner agencies apply for food, both matched to the Accounts you already have.
Grant applications
Collect proposals and attachments, then review them in Salesforce with help from Alfred AI.
Donations & recurring gifts
One-time and monthly gifts through Stripe, recorded on the donor’s record.
Volunteer sign-ups
Availability, skills and interests, saved straight to the volunteer’s Contact.
Event registration
Register and pay in one form, with ticket tiers and attendees on the Campaign.
Key features
Everything a nonprofit form needs.
Forms comes with every CauseStack install. Add Advanced Forms when you need more.
Deduplication checks every new record
CauseStack Deduplication evaluates each submission against your existing records, so a returning donor updates their Contact instead of creating a second one.
100% native Salesforce
Forms, submissions and settings live in your org. No connector, no sync, no second login.
Drag-and-drop builder
29 field components, from text and Likert scales to address, file upload and signature.
Publish anywhere
Embed on your website, add it to a CauseStack Portal page, or share a link.
Conditional logic
Show only the questions that apply, across as many pages as you need.
Automatic check before publishing
Forms checks itself for problems, like a payment field with no Stripe account, and won’t publish until they’re fixed.
Auto-check
Catch problems before anyone sees them.
Every form is checked before it goes live. Errors block publishing; warnings don’t.
- Payment fields without a connected Stripe account
- Required Salesforce fields left unmapped
- Live check and submission issues on the Forms list
Alfred AI · paid add-on
Build forms faster with AI. Review submissions with AI.
Alfred AI works inside your Salesforce. Upload the paper form or PDF you use today and Alfred rebuilds it as a CauseStack form. When submissions come in, Alfred reads them first.
Start from what you have
A PDF, a screenshot, or a text, HTML or CSV export of your current form.
Tell Alfred what you want
“Make the email field required.” “Group the address fields together.”
Mapped to your records
Each question lands on a field on Contact, Account, Opportunity, Campaign or your own objects.
Review submissions with AI
Summarize each application, check it against your criteria, and flag what’s missing before a person reviews it.
Plans & add-ons
Start included. Add what you need.
One price per add-on, per organization, per year. Never per user.
| Feature | FormsIncluded · $0 | + Advanced Forms$1,500 / yr | + Sign$250 / yr | + Alfred AIfrom $750 / yr |
|---|---|---|---|---|
| Published forms | 2 | Unlimited | No | No |
| Field components | All 29 | All 29 | No | No |
| Unlimited users | ||||
| Answers saved to Salesforce records | No | No | ||
| Deduplication on every submission | No | No | ||
| Automatic check before publishing | No | No | ||
| Conditional logic, multi-page | No | No | No | |
| Stripe payments & recurring gifts | No | No | No | |
| E-signatures | No | No | No | |
| AI form building & submission review | No | No | No |
All 29 field components, included with Forms
- Text
- Long Text
- Phone
- Number
- Currency
- Date
- Date & Time
- Time
- Checkbox
- Dropdown (Picklist)
- Multi-Select (Picklist)
- Likert Scale
- Likert Matrix
- Ranking
- Rating (Stars / NPS)
- Address
- File Upload
- Signature
- Record Lookup
- Hidden Field
- Calculated
- Section Header
- Rich Text
- Divider
- Spacer
- Repeater (Table)
- Donation Selector
- Ticket Selector
How we compare
Why build forms in CauseStack?
| Feature | CauseStack Forms | FormAssembly | Formstack | Jotform |
|---|---|---|---|---|
| Built inside Salesforce, no sync | Connector | Connector, or a native app on a custom-priced plan | Integration | |
| Business logic lives in Salesforce | In their app | In their app | ||
| Unlimited users | No, seats by plan | Enterprise plan only | No, single-user below Enterprise | |
| Price published on the website | No | Yes, except custom plans | Yes | |
| Starting price | $0 | Not published | $83 / month, billed yearly | $0 for one user |
Trusted by
Nonprofits collecting data with CauseStack Forms.
- SOAR
- Fulton Community Development Agency
Built to help nonprofits focus on what matters most.
Ready to collect applications, gifts and sign-ups straight into Salesforce?