Salesforce Integration

  • telyForms
    Asked on August 28, 2015 at 7:39 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

     

     

    Jotform Thread 650401 Screenshot
  • telyForms
    Replied 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 

  • NeilVicente
    Replied on July 6, 2016 at 7:44 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,