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.


  • Profile Image

    When jotform sends the data to Salesforce, is there any way to have it associate with a particular Salesforce "Campaign"?

    Asked by Jon  on January 28, 2015 at 12:32 PM
    JotForm salesforce sf custom field salesforce campaign
  • Profile Image
    JotForm Support

    Answered by jonathan on January 28, 2015 at 12:55 PM

    Hi Jon,

    This is the jotform Salesforce integration user guide

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

     

    As you can see, the integration is for Contacts and Leads.. so are you saying that you wanted to integrate with 'Campaign' lists instead?

    You can also just mapped the Campaign ID as a custom field in the integration.

    Take a look at this discussion thread for similar case.

    Hope this help. Let us know if you need further assistance.

    Thanks.

     

  • Profile Image

    Answered by Jon  on January 28, 2015 at 01:42 PM

    Thanks, Jonathan!  I saw that you said I can just map the Campaign ID as a custom field in the integration, but I don't see an option for how to do that.  Any advice?

  • Profile Image

    Answered by Ben on January 28, 2015 at 03:06 PM

    You would only be able to do that Jon if you make it as a Text box and make the change in your SalesForce account as mentioned on the thread my colleague Jonathan had given a link for.

    Do let us know if you have any further questions.

  • Profile Image
    JotForm Support

    Answered by NeilVicente on July 06, 2016 at 07:41 AM

    Hi,

    Sorry for the late update, but we'd like to inform you that this is now available. You may now specify the campaign ID in the Salesforce integration wizard to add a newly-created record to a campaign.

    Let us know if you have other questions or concerns.

     

    Best,