B2B lead generation lives or dies by your forms. Yet the average B2B form abandonment rate hovers around 67%—meaning two out of three potential leads slip away before submitting. The difference between a form that converts and one that kills momentum often comes down to the software powering it. The best B2B form tools combine intuitive design with intelligent lead qualification, robust CRM integrations, and features built specifically for complex sales cycles.
We evaluated dozens of form solutions based on criteria that matter most to B2B teams: ease of use for non-technical marketers, native integrations with sales and marketing stacks, lead scoring and qualification capabilities, compliance features for regulated industries, and transparent pricing that scales with growth. Here are the top form software platforms transforming B2B lead generation in 2026.
1. Orbit AI
Best for: High-growth B2B teams that need AI-powered lead qualification built into their forms
Orbit AI is an AI-powered form builder designed specifically for B2B teams focused on conversion optimization and intelligent lead qualification.
Where This Tool Shines
Orbit AI stands out by embedding lead qualification directly into the form experience. While most form tools simply collect data, Orbit AI scores and routes leads in real-time based on their responses, ensuring your sales team focuses on high-intent prospects immediately.
The platform's conversion-optimized templates are purpose-built for B2B use cases—demo requests, content downloads, consultation bookings—with design patterns proven to reduce abandonment. This isn't just another form builder with B2B templates bolted on; it's built from the ground up for complex sales cycles.
Key Features
AI-Powered Lead Qualification: Automatically scores leads based on firmographic data and response patterns, routing high-value prospects to sales instantly.
Conversion-Optimized Templates: Pre-built form designs specifically for B2B scenarios like demo requests, gated content, and enterprise inquiries.
Native CRM Integrations: Seamless connections with HubSpot, Salesforce, Pipedrive, and Clay for automatic contact creation and enrichment.
Built-In Analytics Dashboard: Real-time performance tracking showing conversion rates, drop-off points, and lead quality metrics.
Workflow Automation: Create automated sequences for lead routing, follow-up emails, and internal notifications based on qualification scores.
Best For
Orbit AI is ideal for high-growth B2B companies, SaaS teams, and marketing agencies that need to qualify leads at scale without adding manual work. If your team struggles with lead quality or wastes time on unqualified prospects, the AI qualification layer delivers immediate value.
Pricing
Free tier available for teams getting started; paid plans begin at competitive rates designed for growing B2B teams that need advanced qualification and automation features.
2. Typeform
Best for: Creating conversational, one-question-at-a-time form experiences with beautiful design
Typeform is a conversational form builder known for its distinctive one-question-at-a-time interface and sleek aesthetic.
Where This Tool Shines
Typeform revolutionized form UX by making the experience feel like a conversation rather than an interrogation. The one-question-at-a-time format reduces cognitive load and creates a more engaging experience—particularly valuable for longer B2B qualification forms that might otherwise feel overwhelming.
The design flexibility is exceptional. If your brand demands pixel-perfect presentation or you're creating forms for high-stakes campaigns where first impressions matter, Typeform delivers the polish. The interface feels consumer-grade despite handling complex B2B logic.
Key Features
Conversational Interface: One-question-at-a-time format that feels natural and reduces form abandonment through focused attention.
Design Customization: Extensive styling options including custom fonts, colors, backgrounds, and branded experiences.
Logic Jumps: Sophisticated branching that adapts questions based on previous answers for personalized qualification paths.
CRM Integrations: Native connections to HubSpot, Salesforce, Marketo, and hundreds of tools via Zapier.
Rich Media Support: Embed videos, images, and GIFs throughout forms to create engaging, multimedia experiences.
Best For
B2B marketing teams prioritizing user experience and brand presentation, particularly for top-of-funnel lead capture where engagement matters more than speed. Perfect for agencies, consultancies, and design-forward SaaS companies.
Pricing
Free tier allows 10 responses per month; Basic plan starts at $25/month with 100 responses, while Plus ($50/month) and Business ($83/month) plans unlock advanced logic and integrations.
3. HubSpot Forms
Best for: Teams already using HubSpot who need native CRM integration and progressive profiling
HubSpot Forms is the native form builder within HubSpot's marketing platform, offering seamless CRM integration and intelligent data collection.
Where This Tool Shines
If you're already in the HubSpot ecosystem, nothing matches the native integration depth. Form submissions automatically create or update CRM contacts, trigger workflows, and populate deal properties without middleware or complex mapping. The data flow is instantaneous and reliable.
Progressive profiling is where HubSpot Forms truly excels for B2B. Instead of bombarding leads with lengthy forms, you collect incremental information over multiple interactions—asking for job title on the first visit, company size on the second, and specific pain points on the third. This dramatically improves conversion rates while building richer contact profiles over time.
Key Features
Native HubSpot Integration: Zero-friction connection to HubSpot CRM with automatic contact creation, property mapping, and workflow triggers.
Progressive Profiling: Intelligently asks different questions to known contacts, collecting complete profiles without form fatigue.
Smart Fields: Auto-populate fields with known contact information, reducing friction for returning visitors.
A/B Testing: Built-in split testing for form variations to optimize conversion rates based on real performance data.
Multiple Deployment Options: Embed forms on pages, trigger as pop-ups, or create standalone landing pages—all from one tool.
Best For
B2B companies already using HubSpot for CRM or marketing automation. The value proposition is strongest when you're leveraging the full HubSpot platform for lead nurturing and sales enablement.
Pricing
Free with HubSpot CRM; advanced features like progressive profiling and A/B testing require Marketing Hub Professional ($800+/month) or Enterprise ($3,600+/month).
4. Jotform
Best for: Complex B2B forms requiring advanced conditional logic and extensive template options
Jotform is a versatile form builder offering 10,000+ templates and powerful conditional logic for handling complex B2B scenarios.
Where This Tool Shines
Jotform's template library is unmatched. Whether you need a multi-step partner application, detailed RFP form, or industry-specific compliance questionnaire, there's likely a pre-built template that gets you 80% of the way there. This accelerates deployment significantly for teams without dedicated developers.
The conditional logic engine handles remarkably complex scenarios. You can build forms that calculate pricing quotes on the fly, show different question sets based on company size or industry, and generate custom PDFs from submissions. For B2B teams dealing with varied customer segments, this flexibility is invaluable.
Key Features
10,000+ Templates: Pre-built forms for virtually every B2B use case, from lead capture to contract signing to event registration.
Advanced Conditional Logic: Create sophisticated branching, show/hide fields, and calculation rules for dynamic form experiences.
PDF Generation: Automatically generate branded PDF documents from form submissions for quotes, agreements, or reports.
E-Signature Capabilities: Collect legally binding signatures directly within forms for contracts and service agreements.
HIPAA Compliance: Optional HIPAA-compliant forms for healthcare B2B companies requiring secure data handling.
Best For
B2B companies with diverse form needs across multiple departments, particularly those requiring document generation, signatures, or compliance features. Excellent for professional services firms and healthcare B2B.
Pricing
Free tier includes 5 forms with 100 monthly submissions; Bronze plan ($34/month) offers unlimited forms, while Silver ($39/month) and Gold ($99/month) add advanced features and higher submission limits.
5. Formstack
Best for: Enterprise B2B teams in regulated industries requiring robust compliance and workflow automation
Formstack is an enterprise-grade form solution built for organizations with strict compliance requirements and complex approval workflows.
Where This Tool Shines
Formstack takes compliance seriously in ways most form builders don't. HIPAA, GDPR, and SOC 2 compliance aren't add-ons or afterthoughts—they're foundational. For B2B companies in healthcare, financial services, or other regulated industries, this built-in compliance infrastructure eliminates significant risk and IT overhead.
The workflow automation capabilities extend far beyond simple email notifications. You can build multi-step approval processes where submissions route through different stakeholders based on criteria, generate documents at each stage, and maintain detailed audit trails. This transforms forms from data collection tools into full business process engines.
Key Features
Built-In Compliance: HIPAA, GDPR, and SOC 2 compliance features included, with data encryption and secure storage.
Advanced Workflow Automation: Multi-step approval routing, conditional notifications, and automated document generation from submissions.
Document Generation: Create branded PDFs, Word documents, or other file types automatically populated with form data.
Salesforce-Native Edition: Deep Salesforce integration that stores form data directly in Salesforce objects without middleware.
Electronic Signatures: Collect secure, legally binding e-signatures with full audit trails for compliance documentation.
Best For
Enterprise B2B organizations, particularly in regulated industries like healthcare, finance, insurance, and legal services. Ideal for teams that need forms to integrate with complex approval workflows and compliance requirements.
Pricing
Forms product starts at $50/month for basic features; enterprise pricing for full suite with advanced compliance, workflows, and Salesforce-native features typically runs several hundred dollars monthly.
6. Cognito Forms
Best for: Budget-conscious B2B teams needing powerful features without enterprise pricing
Cognito Forms is a budget-friendly form builder that punches above its weight class with advanced calculations and payment processing.
Where This Tool Shines
Cognito Forms offers a remarkably generous free tier—unlimited forms with 500 monthly entries. For small B2B teams or startups, this provides enterprise-grade functionality without the enterprise price tag. You're not sacrificing core features for the lower cost.
The calculation engine is surprisingly sophisticated. You can build dynamic pricing calculators, quote generators, or ROI estimators directly into forms. For B2B companies selling configurable products or services, this eliminates the need for separate calculator tools or manual quote processes.
Key Features
Generous Free Tier: Unlimited forms with 500 entries per month, making it accessible for startups and small teams.
Built-In Payment Processing: Accept payments via Stripe, PayPal, or Square directly within forms for deposits or service fees.
Advanced Calculations: Create complex formulas for dynamic pricing, quotes, or ROI calculators without custom code.
Conditional Logic: Show/hide fields and sections based on user responses for personalized form experiences.
Data Security: Encryption at rest and in transit, with options for HIPAA compliance on paid plans.
Best For
Small to mid-sized B2B companies, startups, and teams with limited budgets who still need professional form functionality. Particularly valuable for service businesses requiring quote calculators or payment collection.
Pricing
Free tier with unlimited forms and 500 entries; Pro plan ($15/month) increases to 2,000 entries and adds HIPAA compliance, while Team ($35/month) and Enterprise ($99/month) plans scale capacity and collaboration features.
7. Paperform
Best for: Creating landing page-style form experiences that blend data collection with branded content
Paperform is a form builder that creates experiences resembling landing pages, mixing form fields with rich content and branding.
Where This Tool Shines
Paperform breaks the traditional form mold by letting you intersperse form fields with rich text, images, videos, and branded content. Instead of a sterile form, you create an engaging landing page experience that happens to collect data. This approach works exceptionally well for B2B use cases where you need to educate prospects while qualifying them.
The booking and scheduling functionality is robust without requiring separate tools. If you're collecting leads for consultations, demos, or discovery calls, Paperform handles both the qualification form and calendar scheduling in one seamless experience.
Key Features
Landing Page-Style Forms: Mix form fields with rich content, images, and videos for engaging, educational experiences.
Rich Media Integration: Embed videos, image galleries, and formatted text between form fields to provide context and build trust.
Payment Processing: Built-in Stripe and PayPal integration for collecting deposits, fees, or full payments.
Booking and Scheduling: Native calendar integration for scheduling demos, consultations, or meetings directly from forms.
Advanced Logic: Conditional fields, calculations, and custom success pages based on submission data.
Best For
B2B consultancies, agencies, and service providers who need to educate prospects during lead capture. Excellent for high-consideration purchases where context and trust-building matter as much as data collection.
Pricing
Essentials plan starts at $24/month with 1,000 submissions; Pro ($49/month) and Agency ($159/month) plans add advanced features, higher limits, and white-labeling options.
8. Gravity Forms
Best for: WordPress-based B2B sites requiring deep customization and extensive plugin integrations
Gravity Forms is the leading form plugin for WordPress, offering unmatched customization through its extensive add-on ecosystem.
Where This Tool Shines
For B2B companies running WordPress sites, Gravity Forms is the de facto standard. The native WordPress integration means forms live directly in your site's database, load quickly, and work seamlessly with your existing theme and plugins. There's no iframe embedding or third-party dependencies to slow things down.
The add-on ecosystem is massive. Need to connect to an obscure CRM? There's probably a Gravity Forms add-on for it. Want to create user registration forms, generate posts from submissions, or build complex multi-site workflows? The plugin architecture makes it possible. For developer-savvy teams, the hooks and filters provide virtually unlimited customization potential.
Key Features
Native WordPress Integration: Forms stored directly in WordPress database with full Gutenberg block support and theme compatibility.
Extensive Add-On Ecosystem: Hundreds of official and third-party add-ons for CRMs, payment processors, email marketing, and more.
Conditional Logic: Show/hide fields, sections, and entire pages based on user responses for sophisticated form flows.
User Registration: Create WordPress user accounts directly from form submissions with custom role assignment.
Developer-Friendly: Extensive hooks, filters, and documentation for custom functionality and integrations.
Best For
B2B companies with WordPress-based websites who need forms tightly integrated with their content management system. Particularly valuable for teams with development resources who need deep customization capabilities.
Pricing
Basic license starts at $59/year for one site; Pro ($159/year) adds advanced add-ons and three sites, while Elite ($259/year) includes all add-ons and unlimited sites.
9. Fillout
Best for: No-code B2B operations teams using Notion or Airtable as their data backbone
Fillout is a modern form builder with native Notion and Airtable integrations designed for no-code operations workflows.
Where This Tool Shines
Fillout is purpose-built for the growing number of B2B teams running operations on Notion or Airtable. Instead of using forms as a separate system that requires integration middleware, Fillout writes submissions directly to your Notion databases or Airtable bases. This creates a seamless workflow where form data lives alongside your project management, CRM, or operations hub.
The modern interface feels fresh compared to legacy form builders. If you're a forward-thinking B2B team that's moved beyond traditional CRMs to no-code tools, Fillout speaks your language. The generous free tier makes it easy to test without commitment.
Key Features
Native Notion Integration: Write form submissions directly to Notion databases without Zapier or middleware.
Airtable Connection: Send submissions to Airtable bases with field mapping and real-time syncing.
Modern Design: Clean, contemporary form aesthetics that match modern B2B brand expectations.
Scheduling Forms: Built-in booking and scheduling functionality for demos and consultations.
Answer Piping: Reference previous answers in subsequent questions for personalized, conversational flows.
Best For
B2B startups and growth teams using Notion or Airtable as their primary operations platform. Ideal for product-led growth companies, modern agencies, and teams prioritizing no-code workflows.
Pricing
Free tier includes unlimited forms with 1,000 monthly submissions; Starter plan ($15/month) increases limits and adds features, while Pro ($25/month) unlocks advanced logic and integrations.
Choosing the Right Form Software for Your B2B Stack
The right form software depends on your specific B2B context and priorities. If lead quality is your primary challenge and you need AI-powered qualification without manual scoring, Orbit AI delivers immediate value by routing high-intent prospects to sales automatically while filtering out poor fits.
For teams prioritizing user experience and brand presentation, Typeform's conversational interface creates engaging form experiences that feel nothing like traditional lead capture. If you're already invested in HubSpot's ecosystem, the native Forms tool provides unmatched integration depth and progressive profiling capabilities that build richer contact profiles over time.
Budget-conscious teams should look at Cognito Forms for its generous free tier and powerful calculation features, while enterprise organizations in regulated industries need Formstack's built-in compliance infrastructure and advanced workflow automation. WordPress-based B2B sites benefit most from Gravity Forms' native integration and extensive add-on ecosystem.
The common thread across successful B2B form strategies is moving beyond basic data collection. The best form software qualifies leads, personalizes experiences, integrates seamlessly with your sales stack, and provides the analytics needed to continuously optimize conversion rates. Your forms are often the first meaningful interaction prospects have with your company—make sure the software powering them matches the sophistication of your offering.
Transform your lead generation with AI-powered forms that qualify prospects automatically while delivering the modern, conversion-optimized experience your high-growth team needs. Start building free forms today and see how intelligent form design can elevate your conversion strategy.