From Lead Capture to Customer Conversations with Charket Forms

Running natively on Salesforce, Charket Forms combines lead capture, automation, WeChat and WeCom connectivity, and analytics into a single tool. Leads submitted through Charket Forms are stored directly in Salesforce, where lead assignment rules and automation help teams respond to new inquiries more efficiently.

How Charket Forms Supports Lead

Capture in Salesforce

Native Salesforce Lead Management

Leads submitted through Charket Forms are stored directly in Salesforce and trigger lead assignment rules to immediately route leads to the right people. This can:

Reduce manual data entry
Eliminate data sync delays
Faster follow-up with new leads

Real-Time WeCom Lead Notifications

Charket Forms connects Salesforce CRM with WeCom messaging.

Instant Notifications — Get real-time WeCom alerts when a form is submitted.

Add & Connect Fast — Add the prospect as a WeCom contact if a mobile number is captured.

Start Conversations — Reach out instantly and accelerate follow-up to close more opportunities.

WeChat Engagement Made Easy

Move from form submissions directly into WeChat conversations.

Real-Time Engagement — Redirect users to a WeChat chat window to send real-time inquiries.

Smart Message Routing — Incoming messages can be routed to Salesforce users or WeCom users.

Timely Follow-Up — Ensure every message is seen and replied to, faster.

Create Branded Landing Pages

Build simple, visually consistent landing pages without additional tools-while keeping all form data stored and managed in Salesforce.

Visually Consistent — Create clean, on-brand pages that match your business's identify.

No Extra Tools — Design and publish landing pages directly in Charket Form Builder.

Data in Salesforce — All submissions are stored and managed inside Salesforce for full visibility and control.

Track Engagement Understand What Matters

Charket Forms provides visibility into form views and submissions all within Salesforce.

Form Views — See how many times your forms are viewed.

Submission Rates — Track submissions and conversion performance.

Browsing Activity — Understand user interest and engagement.

For companies operating in China, Charket Forms offers a reliable way to track engagement where global analytics tools may have limitations.

Flexible Deployment Use Forms Anywhere

Charket Forms supports multiple deployment methods. Forms can be used as standalone landing pages, embedded in websites, or accessed via APls. Extend form usage across different digital environments while maintaining Salesforce data synchronization.

Maintain data consistency with real-time Salesforce synchronization.
Secure, reliable, and built on the Salesforce platform.
Extend form usage across different digital environments with ease.
Empower teams to collect and manage data in the way that works best for them.

Charket Forms is a Salesforce-native form tool designed to support lead capture, Salesforce automation, WeChat and WeCom connectivity, and basic analytics. By storing submissions directly in Salesforce and enabling timely follow-up through messaging channels, Charket Forms helps teams improve response efficiency and streamline lead handling processes. Schedule a live demo with our team to learn how Charket Forms can support your lead capture and follow-up processes across both China and global markets.

Our Products

Charket is a leading social CRM solution provider. We offer a suite of Salesforce AppExchange native apps.

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