SalesForce: mapping forms to specific lead record type

  • jgerasimenko
    Asked on August 18, 2015 at 3:33 PM

    Is there a way to map a submission to a certain lead record type? I tried to make that a hidden field with a default value on the form, but lead record type is not showing up as an option as a field to map to.

  • David JotForm Support
    Replied on August 18, 2015 at 5:18 PM

    Hi,

    I believe this request is related to your similar requests:

    https://www.jotform.com/answers/624371-Custom-Lead-Fields-are-not-showing-up-in-Salesforce-Integration

    http://www.jotform.com/answers/624405

    There is an open ticket for this already in the second thread but, unfortunately, no updates as of yet.  Hopefully we should have a resolution for you soon.  We will update this thread as soon as we do:

    http://www.jotform.com/answers/624405

  • NeilVicente
    Replied on May 1, 2017 at 9:10 AM

    Hi there,

    We are terribly sorry for the long wait, but we'd like to inform you that this feature is now available.

    You may now select the record type after you have chosen the type of object (Lead/Contact/Account) you want JotForm to create with each submission.

    SalesForce: mapping forms to specific lead record type Image 1 Screenshot 20

    Do let us know if you have any comments or suggestions or if you need help with anything related to JotForm.

    Best,