SalesaForce integration

  • Profile Image
    acarrubba
    Asked on May 22, 2017 at 12:54 PM

    Good day,

    i have been trying your services this weekend I really like what it does and how it does it. Currently, we want to integrate your form as part of a SalesaForce template we send to our clients whereby the your form is an embedded link. 

    Is it possible to setup the form to automatically recognize the sender and send the responses to the sender from salesforce without altering any rules within JotForm?

    the goal is to use the same template without the additional steps of going through your portal. 

    Thank you

  • Profile Image
    BDAVID
    Answered on May 22, 2017 at 02:26 PM

    From JotForm, it is only possible to integrate your form with your SalesForce account, so each time your form is submitted, the data is also forwarded to your SalesForce contact, lead or account list: https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce 

    If you want to send automatic responses from SalesForce to each new contact, you will need to ask SalesForce support if that is possible.

    Just to let you know, you can setup autoresponder at JotForm, please check this guide: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder 

    Let us know if you have more questions.