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.


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    Salesforce Integration

    Asked by telyForms on August 28, 2015 at 07:39 PM

    Hello JotForm,

    We've been using your application for quite some time now and we love it!  The only thing was that we didn't have an integration and from seeing the overview, we had the idea that we'd be able to connect each form per campaign (we have different forms for different campaigns) in Salesforce so we purchased the API to connect the two.  

    Now that I'm trying to connect, we're realizing that...

    a) All the entries from the form received does NOT connect to each campaign but simply goes into a "Leads" pool into Salesforce

    b) When mapping, we only have the option of Full Name for Salesforce (but our forms are separated by First and Last Name)

    Is there a way to connect each form with the individual campaigns in Salesforce so it's better organized?

    I've also attached a print screen of the mapping page to show you that within Salesforce, the names are divided by First/Last Name but only the option of Full Name is available.  First/Last Name field is not custom and is already in Salesforce so we're confused as to why it only gives us an option of Full Name.  

    We hope you guys will have a better solution because we're very disappointed with the integration after spending over 1k on the API to connect JotForm and Salesforce.  We hope we can continue our everlasting relationship.

    Thank you,

    Jasmine Chung

    jasmine.chung@tely.com

     

     

    Page URL:
    http://www.tely.com/store-global/

    Screenshot
    JotForm name print different
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    Answered by Shadae on August 29, 2015 at 08:39 AM

    Hi Jasmine,

    The Saleforce Integration does not have the option to link to specific campaign. You can either link your integration to contacts or leads.

    To map the Full Name field to your Saleforce, you would need to use the Full Name field from within our quick tools within your form:

    As well as you can use a single text box field.

    You can view this guide for further assistance: Flexible-Data-Integration-with-Salesforce

    Please inform us if you need further assistance.

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    Answered by telyForms on August 31, 2015 at 11:08 AM

    Thank you for your answer.  

    This is the only integration you guys offer with Salesforce, correct?  Hmm, we're disappointed with the integration and was wondering if there is another way to go about this.

    Best regards,

     

    Jasmine Chung 

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    Answered by Shadae on August 31, 2015 at 01:31 PM

    Hi Jasmine,

    You do have the option to link your Salesforce through a Zapier Integration.

    You would connect your form to Zapier Integration and then use Zapier to connect to your Salesforce account.

    https://zapier.com/zapbook/salesforce/

    I hope this is a suitable option.

    Please inform us if you need further assistance. 

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    JotForm Support

    Answered by NeilVicente on July 06, 2016 at 07:44 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,