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    Creating new SalesForce Project upon submission

    Asked by khackett on August 06, 2015 at 09:12 AM

    Hello, we are using Salesforce to manage our marketing projects so I have created a form for "Marketing Campaign Requests". I'd like to create a new project in Salesforce when the request is submitted. Any way to make that happen?

    Page URL:
    http://www.jotformpro.com/form/51963752997979

    project create SalesForce
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    Answered by Ben on August 06, 2015 at 09:58 AM

    I would recommend checking Zapier to see if any of the actions might work for you - although I did not see any 'project' actions.

    You can check it out for yourself here: https://zapier.com/zapbook/jotform/salesforce/

    Unfortunately at this time our integration can only generate leads or contacts.

    You can see more about it here:

    Flexible Data Integration with Salesforce

    Mastering SalesForce with JotForm