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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    Saving CRM integration

    Asked by coastalbendinnovation on November 03, 2014 at 04:36 PM

    Dear Jotform,

    I'm using CRM integration to connect my jotform to Salesforce. The token is associated with my salesforce account. What should I do if i eventually leave my organization? When my account is disabled, my token will be broken. Is there a way I can integrate without a token? Or is there a way I can save my existing integration?

    In salesforce, whether it be Lead, Contact or Account, Salesforce provide tools to generate HTML to create a form that can create a new record, without a need to have username, password or security token. Can Jotform do this?

    Thank you.

    crm create a form JotForm create
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    JotForm Support

    Answered by david on November 03, 2014 at 05:34 PM

    Hi,

    Unfortunately our integrations only work with a specific account.  You would need to redo the integration with another account if you intend to close yours.  There is also not currently a way to save your integration.  You would need to remove the current integration, then re-integrate with the new account.  If either your JotForm account or Salesforce account are disabled, the integration will no longer work.

    Let us know if you have any further questions and we will be happy to help.