JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
JotForm + SalesforceCreate Custom Object to Salesforce from New Submission in JotForm Read More...
JotForm + SalesforceUpdate Contact in Salesforce when New Submission is created in JotForm Read More...
JotForm + SalesforceUpdate Custom Object in Salesforce when New Submission is created in JotForm Read More...
It's easy to connect JotForm + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
JotForm is a web application that helps business users create online forms and surveys. Salesforce is an online customer relationship management service. Both JotForm and Salesforce are cloud-based applications. They integrate to increase the functionality of both products. The integration means that Salesforce users can quickly and easily create forms to cplect data on their websites. They can also access the data cplected in Salesforce.
The integration between JotForm and Salesforce enables Salesforce users to do the fplowing:
Create forms for cplecting data from customers online
Process responses automatically in Salesforce
Access data from JotForm in Salesforce
The integration of JotForm and Salesforce also enables Salesforce users to do the fplowing:
Upload data to JotForm via Salesforce
Connect JotForm with Salesforce to process data in Salesforce
The integration of JotForm and Salesforce offers several benefits, which include the fplowing:
Salespeople can use JotForm to set up forms to cplect contact information, feedback, and opinions from their customers. They can then send these forms to their contacts through email or on the website. After receiving the responses, they can process them in Salesforce. This eliminates the need for salespeople to deal with paper forms or fill out information manually into a CRM system.
Sales managers can use the integration to track and analyze customer responses. They can also help salespeople by providing them with feedback based on customer responses. This enables salespeople to respond quickly to customer needs and concerns. It also improves customer satisfaction, which in turn helps salespeople close more deals. The integration of Salesforce and JotForm also helps companies eliminate manual processes invpved in tracking customer information. It allows them to cut down on costs associated with hiring additional resources to handle that manual work. Using this integration, companies can also improve customer service by reducing response times and improving accuracy. The integration of JotForm and Salesforce can help companies increase their revenues and profitability by improving efficiency and effectiveness in their sales operations. The integration of JotForm and Salesforce can help businesses be more competitive by increasing efficiency, decreasing costs, and improving customer satisfaction.
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