Salesforce Integration: pull all leads info from Jotform and create a new contact in Salesforce

  • Damondeweese
    Asked on July 3, 2015 at 8:04 AM
    secondly, would also like to create a second salesforce integration that pulls all of web to lead jotform info and creates a new contact in salesforce. please advise is this is possible. 
  • Welvin Support Team Lead
    Replied on July 3, 2015 at 8:29 AM

    Unfortunately, you can only select one in the integration. Either leads or contact or account. You cannot select two or three. 

    Salesforce Integration: pull all leads info from Jotform and create a new contact in Salesforce Image 1 Screenshot 20

    My suggestion would be to import the leads into Salesforce as a contact. Yes, manual process.

    https://ap1.salesforce.com/setup/dataImport.app

    Thanks

  • Welvin Support Team Lead
    Replied on July 3, 2015 at 8:31 AM

    Or, integrate the form using a third party such as Zapier. 

    https://zapier.com/zapbook/zaps/2659/create-insightly-contact-from-new-jotform-submission/

    Thanks