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Integrate JotForm with Salesforce

Appy Pie Connect allows you to automate multiple workflows between JotForm and Salesforce

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About JotForm

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.

About Salesforce

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
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Best ways to Integrate JotForm + Salesforce

  • JotForm Integration Salesforce Integration

    JotForm + Salesforce

    Create Lead to Salesforce from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Salesforce Integration Create Lead
  • JotForm Integration Salesforce Integration

    JotForm + Salesforce

    Create Custom Object to Salesforce from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Salesforce Integration Create Custom Object
  • JotForm Integration Salesforce Integration

    JotForm + Salesforce

    Create Contact to Salesforce from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Salesforce Integration Create Contact
  • JotForm Integration Salesforce Integration

    JotForm + Salesforce

    Update Contact in Salesforce when New Submission is created in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Salesforce Integration Update Contact
  • JotForm Integration Salesforce Integration

    JotForm + Salesforce

    Update Custom Object in Salesforce when New Submission is created in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Salesforce Integration Update Custom Object
  • JotForm Integration {{item.actionAppName}} Integration

    JotForm + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect JotForm + Salesforce in easier way

It's easy to connect JotForm + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Submission

    Triggers when a new submission has been added to a specific form.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How JotForm & Salesforce Integrations Work

  1. Step 1: Choose JotForm as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from JotForm to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of JotForm and Salesforce

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.

  • Integration of JotForm and 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

  • Benefits of Integration of JotForm and 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.

    The process to integrate JotForm and SMS By Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.