Integrate Jotform with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate Jotform with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Jotform
Setup an action from Salesforce
That’s it! You just connected Jotform to Salesforce
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Frequently Asked Questions about Jotform + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Salesforce
How does Jotform integrate with Salesforce?
Our integration allows you to automatically send form submissions from Jotform to Salesforce. You can map form fields to Salesforce fields, ensuring the data collected through Jotform is transferred seamlessly into Salesforce without manual entry.
What triggers are available in the Jotform and Salesforce integration?
The main trigger in our integration is a new form submission. When a user submits a form through Jotform, it triggers actions within your Salesforce account, such as creating a new lead or updating an existing contact.
Can I create custom objects in Salesforce using Jotform responses?
Yes, by using our integration, you can map your Jotform responses to create custom objects in Salesforce. This allows for flexible data management tailored to your business processes.
Are there any limitations on the types of fields that can be mapped between Jotform and Salesforce?
While most field types are compatible and can be directly mapped between Jotform and Salesforce, some complex or custom field types may require additional configuration or use of middleware solutions.
How can I update existing records in Salesforce with data from Jotform?
With our integration, you can set actions to update existing records in Salesforce. For instance, when a response is submitted via Jotform that matches specific criteria (like an email address), it could automatically update corresponding contact information within your CRM.
Is it possible to trigger automated workflows in Salesforce as a result of new submissions from Jotform?
Certainly! Our integration supports triggering automated workflows in Salesforce whenever a new submission is received. These workflows can include sending follow-up emails or assigning tasks based on the submission details.
Does the integration support real-time data transfer between Jotform and Salesforce?
Yes, we provide near real-time data transfer capabilities ensuring that once a form is submitted on Jotform, the information is promptly reflected within your connected Salesforce account.
Connect Jotform and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Practical ways you can use Jotform and Salesforce
Capture leads from web forms into CRM
When a potential customer fills out a Jotform web form, Zapier will automatically create a new lead in Salesforce. This helps keep all lead data organized and ensures no potential sales opportunities are missed.
Business owner
Automatically create tasks for new customer support tickets
When a new submission is received in a Jotform used for customer support requests, Zapier will create a task in Salesforce to ensure the ticket is tracked and addressed promptly.
Customer support ops
Update CRM with signed agreements
After receiving a signed document via Jotform, Zapier will update the corresponding record in Salesforce with the attached signed agreement. This ensures the sales team has all necessary documents without manual upload.
Sales ops
Manage job applications efficiently
Whenever a job application form is submitted via Jotform, Zapier adds the candidate's data to Salesforce as a new record. This streamlines HR operations by maintaining organized candidate information and enabling easy follow-up.
HR & recruiting ops
Sync survey responses with CRM records
When survey responses are collected through Jotform, Zapier automatically updates or creates corresponding CRM records in Salesforce. This integration keeps marketing data up-to-date for more effective campaigns.
Marketing & marketing opsConnect Jotform and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
