Author

Profile Image Aytekin Tank is founder of JotForm. He currently leads the JotForm development team. He loves to hear from Jotform users. Feel free to shoot him an email at aytekin at jotform.com.


The companion blog to JotForm, the easiest web form builder.




Flexible Data Integration with Salesforce

April 19, 2012
Salesforce is probably the most popular Customer Relationship Management tool. What makes it great is that it is highly customizable. You can customize the data fields for your contacts and leads according to your business needs. 

Salesforce

Today, we are happy to announce our new integration with Salesforce. The great thing about JotForm’s Salesforce integration is that you can take advantage of the flexibility of both SalesForce and JotForm. You can basically map fields on your JotForm form to the fields on your Salesforce database.

salesforce fields mapping with jotform

Salesforce allows you to track and disperse leads to your team members. JotForm allows you to create great looking and flexible lead generation forms. So, integration of your JotForm form data with Salesforce database means that you can now quickly capture more leads and speed up your sales. 


How to Setup Integration

It takes only few minutes to setup an integration with Salesforce. Here is a step by step guide:

1. Click on Integrations button on the Form Builder. Then select Salesforce



2. Next, enter your account  credentials. 



3. Now, choose the type of data that will be transferred from the form. Use "Contact" for people and "Lead" for companies. 



4. On this step, map your form questions with the data fields on your Salesforce database. 

salesforce fields mapping with jotform


5. That's all. On the final step, you will be given an option to load your existing data to Salesforce. 



Give it a try today! If you have any suggestions or problems feel free to send us a comment below. 


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14 Comments...


   
ywammadison (April 19, 2012 at 01:34 PM)

This is great and extremely timely news. Thanks!


   
berlyellis (April 19, 2012 at 04:45 PM)

Wow! this could be amazing for us... question about DropBox... can we upload multiple photos (like 8) at a time??

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Ang (April 20, 2012 at 11:52 AM)

Just wondering if this would ever work with accounts. We converted all our leads. Everything is an account now.

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otabo (April 21, 2012 at 08:22 AM)

So beautiful I could cry, but I need it to map custom fields which aren't showing up in the JotForm drop down list. How can I add them? Or is that in the future?

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theresaislo (April 24, 2012 at 01:33 PM)

Couldn't be more excited! Now we just need an integration with Vertical Response and JotForm will have thought of everything for us!


   
vinautomatic (April 25, 2012 at 12:57 PM)

Again,

you guys are doing amazing amazing things improving this product over time, the last few changes and this one, again, amazing. A free form marketplace. Other form builders can't touch that. Just don't forget what you guys said to one of my comments about a year ago when you get bought out for what I'm estimating to be approximately $50 mil ;)


   
Terri (May 04, 2012 at 05:59 AM)

I was really excited to see the integration with Salesforce as I was just about to stop using JotForm and use something else.

I have just tried to convert my first form to integrate with Salesforce but I noticed I cannot Map my Form Fields with Custom Fields in Salesforce - "Lead Custom Fields & Relationships". I noticed another question along this line. Is this something that is going to be included very soon or will it be some time away?

This is a really important feature as I have many custom fields when capturing leads. Thanks for your help.

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Kisha (May 15, 2012 at 08:48 AM)

Are there any plans to integrate with objects other than a contact or a lead?

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falegado (May 17, 2012 at 10:06 PM)

Do you have a timeline on when integration with Salesforce custom object and custom fields will be available?

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dmac (July 17, 2012 at 07:09 PM)

When I enter the credentials, it says "API is not enabled for this Organization or Partner". Is that because we are only using the Professional Edition? Or do I need to tell SF to trust Jotform (Although I though the token takes care of that)?

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ESIInternational (August 19, 2013 at 03:34 AM)

where & how do i get the security token ?

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Ed (August 28, 2013 at 05:30 PM)

Is this documented more fully somewhere?

Or in any event... if someone fills out a form with an email address that is already in Salesforce, what happens? Can I have it still create a new lead?

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totowaairsoft (October 02, 2013 at 09:20 PM)

Does it work with Group addition?

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deliciousnm (January 24, 2014 at 06:34 PM)

Hi, I've tried the integration multiple times and although it gives me a success message on the JotForm side nothing gets imported into SalesForce. Please help!

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