What objects is Jotform able to create and update records for in SalesForce?

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    Yelena 
    Asked on February 28, 2017 at 12:38 AM

    Can the data create or update records for a specific Campaign, Contact, Account, and associated Opportunity Record via the same form?

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    Chriistian
    Answered on February 28, 2017 at 04:15 AM

    Hi Yelena,

    Can you please give us more details on what you are trying to achieve?  If you mean one of the CRM integration with JotForm, you may consider reading this guide about Flexible Data Integration With Salesforce where you can customize the data fields for your contacts and leads.

    However, if I misunderstood your concern, do get us back.

    Regards

     

     
  • Profile Image
    Yelena 
    Answered on March 09, 2017 at 08:45 AM
    Hi,
    Thank you for your response. I reviewed the guide, and have further detail
    to add to my question -
    "3. Now, choose the type of data that will be transferred from the form.
    Use "Contact" for people and "Lead" for companies."
    When someone fills out the form, will all of the details go into either the
    Lead, Contact, or Account object in salesforce? Can you direct it towards
    campaigns?
    Thank you!
    ...
  • Profile Image
    Yelena 
    Answered on March 09, 2017 at 08:46 AM
    Hi,
    Thank you for your response. I reviewed the guide, and have further detail
    to add to my question -
    "3. Now, choose the type of data that will be transferred from the form.
    Use "Contact" for people and "Lead" for companies."
    When someone fills out the form, will all of the details go into either the
    Lead, Contact, or Account object in salesforce? Can you direct it towards
    campaigns?
    Thank you!
    ...
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    Boris
    Answered on March 09, 2017 at 12:30 PM

    Yes, you can add them to a campaign directly from the wizard when setting up your integration between a JotForm form and SalesForce.

    The first step is to authenticate your SalesForce account, then you match the fields between the form and SalesForce.

    Finally, you'll see the field to add your campaign ID, and any new submissions/records will become members of that campaign:

    We recommend that you do try out our integration, and let us know should you need further assistance.