Create Salesforce Lead After the Lead's Email Address is Verified

Hi JotForm Support,

Baz Ahmed (JotForm username "arbazahmed") and I working on implementing JotForm so that when a lead completes a JotForm's form from our Wordpress-based site, an email verification link is sent to the lead to verify the lead's email address. After the lead's email is verified, we would like JotForm's to create a lead in Salesforce.

To verify the email address, we are using https://www.jotform.com/integrations/submission-verifier.

We are integrating JotForms with Salesforce using the following https://www.jotform.com/integrations/salesforce, along with the following Wordpress plugin: https://wordpress.org/plugins/embed-form/.

Could you please let us know how to setup JotForms and Submission Verifier to only create a lead in Salesforce after the lead's email address has been verified by clicking a verification link (rather than after the lead completes the form)?

Baz's email address is arbarz.ahmed@sharestream.com.

Thank you very much.

Best,

David

Hello,

Welcome to the JotForm Support page.

If you're new to JotForm, we recommend checking this guide first: https://www.jotform.com/help/2-how-to-create-your-first-web-form

After creating your form, you can add email verification by following this guide: https://www.jotform.com/help/427-how-to-verify-an-email-address-before-or-after-form-submission. You can choose what email verification you want to use.

After completing the form, you can now integrate it to the SalesForce by following this guide: https://www.jotform.com/help/271-how-to-setup-salesforce-integration

Lastly, you can now embed add the form to your website by following this guide: https://www.jotform.com/help/34-embedding-a-form-to-a-web-page. If you're using WordPress, please check this guide too: https://www.jotform.com/help/324-a-guide-to-embed-forms-for-wordpress-users

Please check the guides and give them a try. Let us know if you have any questions or if you need assistance. Thank you!