Vito AbbinanteAnswered on January 26, 2023 05:27 PM
I currently utilize Salesforce for job intake, however, I have a field on my Jotform where the user can put in an already existing Salesforce job number. How do I link JF and SF so that when the user inputs an existing SF job number, the form they're filling out will link to that job in SF?
CJ_GAnswered on January 27, 2023 02:15 AM
Thanks for reaching out to Jotform Support. I'm afraid it is not possible to update the existing job in Salesforce when a submission in Jotform that has the same job ID is made with the available direct integration from Jotform right now. It currently only supports the following:
- Add new company leads
- Add new contacts
- Add new accounts
- Connect any custom object
As a workaround, you can a third-party app such as Zapier to connect Jotform and Salesforce to create your custom automation. Please check out this link for Jotform and Salesforce integration in Zapier.
You may also use Salesforce API to update an existing Job in Salesforce when a form is submitted in Jotform with the same Job ID number, however, please note that this will require technical and programming skills. Hiring a developer might be needed if you prefer to proceed with this method. Please check out Salesforce API documentation here.
Reach out again if you need any help.