Can we link JotForm to a SalesForce Account Object?

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    gnakos
    Asked on April 03, 2019 at 01:18 PM

    Can i link Jotform to a Salesforce Account Object rather than just leads?

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    roneet
    Answered on April 03, 2019 at 02:30 PM

    Our standard Salesforce integration is limited to Lead, Contact and Account objects.



    https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce

    So you may try integrating with our SalesForce Integration.

    Thank you.

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    gnakos
    Answered on April 03, 2019 at 02:43 PM
    Account Object, specifically the "Person Account" is what I am talking
    about. Is that ok?



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    Richie_P
    Answered on April 03, 2019 at 04:38 PM

    Unfortunately, we can't map such field with the Integration.

    We can only map fields in your account,contact and lead.

    You must be referring to a custom object, you may try integrating using Zapier.

    Salesforce custom object / Jotform integration

    Hope this information helps.

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    gnakos
    Answered on April 03, 2019 at 04:43 PM
    A person account is an account
    ...
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    jherwin
    Answered on April 03, 2019 at 06:18 PM

    You can do that. If our integration shows "Account" then you can link the person's account. However, please note that collecting account username and password is not allowed here in Jotform, please read our terms of use.

    - What is Accounts in Salesforce | Salesforce Account

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    gnakos
    Answered on April 03, 2019 at 06:43 PM
    ok thank you again.
    ...