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KetzieAsked on January 4, 2017 at 5:28 AM
If I need a custom Zap for my Salesforce integration, can I go directly to Zapier to create it? Do I need a Zapier account to logon Zapier?
Many thanks,
Ketzie
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amyReplied on January 4, 2017 at 5:47 AM
Hi Ketzie,
Zapier lets you easily connect the web apps you use and you need to login to your Zapier account in order to connect the apps which you want. After you login to your Zapier account you can connect your Jotform and Salesforce integrations on Zapier explore page.
Zapier recommends the best matches for you or you can select your tasks from the popular list.
After you select the best match of your need, you should connect your Jotform account with your Zapier account.
You can learn more informations regarding Zapier and Jotform connection from here.
I hope these helps.
If you need further assistance, please let us know.
Thank you.
Kind Regards.
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amyReplied on January 5, 2017 at 7:57 AM
Hi again Ketzie,
Another point that I forgot to specify, if you want to integrate your Salesforce account with Jotform, you can use our SalesForce Integration directly.
So you don't need to use Zapier, if you want to integrate just your Salesforce and Jotform accounts.
If you have any other question about it, please inform us.