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Zacahry LitifAsked on August 13, 2018 at 12:52 PM
Hello,
I am looking for a form software that will integrate with Salesforce opportunities and auto-populate specific fields, as well as automatically be sent out based on status changes of the instances.
Is this something JotForm is capable of? Happy to get on a call to discuss this further.
Thanks,Zach
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Richie JotForm SupportReplied on August 13, 2018 at 1:45 PM
You can integrate your form with Salesforce.
Guide:https://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm
When you integrate your form with Salesforce you can basically map fields on your JotForm form to the fields on your Salesforce database.
Salesforce allows you to track and disperse leads to your team members.
Please give it a try and let us know your thoughts.
Thank you.