What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.

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    SalesaForce integration

    Asked by acarrubba 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

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    JotForm Support

    Answered by BDAVID 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.