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Salesforce + JotForm Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

JotForm Integrations

Best ways to Integrate Salesforce + JotForm

  • Salesforce Salesforce

    JotForm + Salesforce

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

    JotForm + Salesforce

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

    JotForm + Salesforce

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

    JotForm + Salesforce

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

    JotForm + Salesforce

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account 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.

  • New Submission

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

    Actions
  • 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.

How Salesforce & JotForm Integrations Work

  1. Step 1: Choose Salesforce 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 JotForm 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 Salesforce to JotForm.

    (2 minutes)

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

Integration of Salesforce and JotForm

Salesforce is a cloud-based customer relationship management (CRM. platform that allows businesses to connect with their clients and customers, within the organization and between external parties. JotForm is a web-based form builder that creates online, customizable forms for websites and mobile devices. The purpose of this article is to compare these two software products.

Salesforce is a cloud-based customer relationship management (CRM. platform that allows businesses to connect with their clients and customers, within the organization and between external parties. Salesforce brings together all the information about a company’s clients in one place and can be accessed anywhere, anytime. The platform allows companies to assess its sales performance, marketing effectiveness, customer service performance, product management, customer satisfaction and loyalty, and employee engagement, among other things. In other words, Salesforce integrates your business with its clients.

JotForm is a web-based form builder that creates online, customizable forms for websites and mobile devices. It allows users to create and design online forms and surveys without needing to be proficient in coding. It provides users with different types of fields, such as text boxes, checkboxes, dropdowns, radio buttons, etc. Users can also create data validation rules such as finding out how many characters should be entered on a field or how many times a user can pick a certain option on a list.

Integration of Salesforce and JotForm

The integration of Salesforce and JotForm allows users to create an online form that can be used by clients of Salesforce. Using this integration, organizations can cplect data from their clients online using JotForm’s platform. This data can be submitted directly to Salesforce, thereby allowing the organization to create a more streamlined process of cplecting data from clients. Salesforce offers various integrations such as Google Apps, MailChimp, Zendesk and more.

Benefits of Integration of Salesforce and JotForm

Integration of Salesforce with JotForm relieves companies from having to duplicate efforts in cplecting data from their clients because the same information can be submitted to Salesforce via this integration. This integration helps companies save time and money because they don’t need to employ additional people to do the data cplection process offline. This way, companies are able to focus on other aspects related to their business’ growth. Moreover, because companies can now rely on centralized data in Salesforce rather than cplecting it manually from clients, they are able to assess their business’ performance better.

Salesforce is a CRM platform that cplects and store client’s data in one place. On the other hand, JotForm is a web-based form builder that allows users to create forms online without being proficient in coding. The integration of these two platforms allows companies to cplect data from their clients online using JotForm’s platform. This data can be submitted directly to Salesforce, thereby allowing the organization to create a more streamlined process of cplecting data from clients. Also, companies are able to assess their business’ performance better because they don’t need to employ additional people to do the data cplection process offline.

The process to integrate Salesforce and JotForm 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.