Is JotForm able to create/affect opportunities in SalesForce?

  • Profile Image
    Anna 
    Asked on February 06, 2014 at 02:11 PM

    My nonprofit would like to be able to use JotForm for gathering guest information for fundraising events. This information needs to be able to map to an opportunity created on an individual's SalesForce account/contact. For example, if an attendee purchases a ticket and tells us they prefer chicken to fish as an entree, we need their selection to tick a box on the "Fundraising Event in LA" opportunity record that says "chicken."

    We're excited about your SalesForce integration and at the possibility of expanding our relationship with JotForm, and this is one application that would help us make that deciscion. 

  • Profile Image
    EliezerN
    Answered on February 06, 2014 at 03:25 PM

    Hi,

    Thanks for your interest in Jotform-

    Let me inform you that our integration only allowes you to export data entered to your form to the lists Account, Lead and Contact. 

    So, that Opportunities list is not included in the integration and it is not possible to map and export data to it.

    If there is something we can help with, do not hesitate to contact us.

    Thanks

  • Profile Image
    mflanagan
    Answered on July 21, 2015 at 03:59 PM

    Has this changed at all?  I would love to be able to export information from a created form into an opportunity as Anna asked about.  

    Thank you!

  • Profile Image
    Mike_G
    Answered on July 21, 2015 at 05:49 PM

    I have moved your concern to a new thread. We believe that it is better to have a separate thread per user to avoid confusion with the answers. You can follow the new thread by clicking this link: http://www.jotform.com/answers/616022. We will be replying to you there shortly. 

    Thank you.