Certified Formaloo Partner

Forms you can
trust.

Sodelia is a certified Formaloo partner based in Toronto. We design forms, surveys, and customer portals that feed clean, structured data into the rest of your stack — so reporting, routing, and follow-up all start from the same source of truth instead of five different spreadsheets.

Field types

40+

Data validation

Built-in

intake_form.plan / runningLIVE
F
Form intake
Formaloo · trigger
OK
V
Validate
Rules · step 2
OK
R
Route
Owner · step 3
OK
H
HubSpot
CRM · step 4
OK
N
Notify
Slack · step 5
OK
01 / What we build

What we build
with Formaloo.

A form isn't just a form — it's the edge of your data system. Build it right and every downstream workflow gets cleaner. Build it wrong and every team pays for it.

i.

Multi-step forms and surveys

Branching logic, conditional fields, and progress states — so respondents only see what matters, and your data stays clean.

ii.

Customer portals

Branded portals where customers submit requests, track status, and upload files — backed by the structured data your team runs on.

iii.

Seamless integrations

Formaloo plumbed into HubSpot, Salesforce, Stripe, Slack, and your warehouse — so submissions land where they need to without manual re-entry.

02 / Common work

The forms and portals
we ship most.

Every team has its own intake pattern, but these are the Formaloo builds that consistently cut out the most manual re-entry.

i.

Lead intake with routing

Capture, validate, score, and route leads to the right owner in under a minute.

ii.

Customer support portal

Structured ticket intake with categorization, priority, and SLA tracking wired into your helpdesk.

iii.

Partner / vendor onboarding

Multi-step intake with document upload, compliance checks, and CRM enrichment.

iv.

Feedback and NPS surveys

Triggered at the right moments in the customer lifecycle and fed straight into analytics.

v.

Event and cohort registration

Registration, payment, and confirmation flows connected to your CRM and calendar.

vi.

Internal request workflows

IT, HR, and ops request forms with approvals and routing — replacing a dozen shared inboxes.

Sample pipeline — Submit → Validate → Route → Act.

01SubmitFormaloo
02ValidateRules
03RouteLogic
04CRMHubSpot
05NotifySlack
06ArchiveWarehouse
Tools we touch most
FormalooHubSpotSalesforceStripeSlackMicrosoft TeamsNotionAirtableGoogle WorkspaceZapierMakeIntercomZendesk
03 / How we build them

Forms are schema design,
not just UI.

Most form projects drift because the schema was an afterthought. We start with the data shape, then design the UI around it — so every submission lands clean.

01

Design the schema

Before picking a field type, we agree on what data the downstream systems actually need, and in what shape.

02

Build the flow

We structure branching, validation, and progress so respondents stay in the form and the data stays clean.

03

Integrate the stack

CRM, billing, helpdesk, and warehouse wired in so every submission ends up where it has to, without re-entry.

04

Stay on to maintain

Form structures drift as your business changes. We stay on to keep the data model in sync.

04 / FAQ

Questions we
get all the time.

Straight answers on scope, timelines, pricing, and what a Formaloo engagement with Sodelia actually looks like.

01What does it mean that Sodelia is a Formaloo partner?

We're a Formaloo Certified Partner — vetted on the platform, with direct support channels and early access to features. For you, that means faster resolution on platform issues, patterns that handle real enterprise requirements (SSO, conditional logic, data routing), and a team that won't treat Formaloo like a generic form builder.

02How long does a Formaloo implementation take?

A focused build — designing 3 to 6 core forms or a customer portal, wiring validation and routing, and connecting one downstream system — typically takes 3 to 5 weeks. More complex builds with multi-step portals, payment flows, or tight CRM integration run 6 to 10 weeks.

03When is Formaloo the right choice vs. Typeform, Jotform, or a custom build?

Formaloo wins when you need structured data (not just freeform text), conditional logic, multi-step flows, and clean routing into a CRM or warehouse. It's stronger than Typeform on data validation and portals; stronger than Jotform on conditional logic and branding; and far cheaper to maintain than a custom form system if your use case fits.

04What does pricing look like?

Builds are fixed-fee, scoped against a written SOW. Typical projects land in the $6–30k CAD range depending on integration depth and portal complexity. Post-launch retainers ($2–6k CAD/month) cover iteration, new forms, and data-quality monitoring. The Formaloo license is billed by Formaloo directly.

05Can you integrate forms with HubSpot, Salesforce, or our warehouse?

Yes. We ship direct integrations with HubSpot, Salesforce, Intercom, and Zendesk most often; for data teams, we pipe submissions into Segment, Snowflake, or BigQuery via Formaloo's webhooks plus a small transform layer. Every field gets mapped deliberately, not auto-synced — so reporting stays clean.

06What about data validation, deduplication, and bad submissions?

Validation is the whole game. We build rule-based checks (format, cross-field logic, external API lookups for email and phone), deduplication against your CRM, and routing rules so bad or duplicate submissions land in a review queue instead of polluting your database. This is usually the biggest win of switching from a basic form tool.

07Can you build customer portals, not just forms?

Yes. Formaloo supports gated portals with login, saved state, conditional content, and payment collection. We've shipped intake portals, application systems, and self-serve account management surfaces on Formaloo — all with role-based access and clean handoff into internal tools.

08What do you need from us to get started?

For the first call — nothing. Before the second call, it helps to have: samples of your existing forms or the forms you're replacing, a rough list of required integrations, and clarity on who owns the data downstream. Book a call and we'll take it from there.

Let's see
if it's
a fit.

Book a 30-minute call. We'll walk through where your team is losing time today and sketch what we'd build in the first 60 days. No sales deck.

Schedule a call →
hello@sodelia.caEmail
+1 (800) 288-0123Phone
140 Yonge Street Suite 200Toronto, ON M5C 1X6
Certified Formaloo Partner & Forms Implementation | Sodelia