SalesForce Integration

  • Profile Image
    ds588
    Asked on March 09, 2015 at 12:03 AM

    Hi guys

    Coming over from AdobeFormCentral and very excited by the suite of tools. I want to link a form into SalesForce and thought I had completed the integration correctly - however I am unable to see a new contact created...?

    Do I need a different plan to do this?

    I'm happy to go on a plan of course.

    Just getting started and want to make sure your platform is the right one - so this is a test at this stage - but curious how I make it work. Username is DS558

     

    Thanks

  • Profile Image
    Charlie
    Answered on March 09, 2015 at 04:28 AM

    Hi,

    First of all, welcome to JotForm, we're glad that you're excited to try our products and services.

    Regarding the Salesforce integration, you can check our app page regarding that here: http://apps.jotform.com/app/salesforce_integration. You can follow the screenshots of that app page to make a successful integration. You can also explore other apps and widgets that we have to make your form building more productive.

    Here is also a separate guide on how to setup your Salesforce integration: https://www.jotform.com/help/271-Flexible-Data-Integration-with-Salesforce.

    Do let us know if this works.

    Thank you.