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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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    Does JotForm Salesforce integration integrate to Salesforce quotes?

    Asked by Jennifer Taylor  on November 18, 2015 at 03:52 PM
    integrate quotes jotform salesforce salesforce quotes
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    JotForm Support

    Answered by jonathan on November 18, 2015 at 05:20 PM

    Hi Jennifer,

    The JotForm Salessforce integration was meant for CRM contact and leads.

    As far as I know, the Salesforce Quotes you were referring to was about proposed prices for products and services. So it is more like to a payment integration.

    Were you perhaps looking for payment integration instead?

    You can check for more details about Payment processing using JotForm here.

    Hope this help. Let us know how we can be of further assistance.

    Thanks.

     

     

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    Answered by Jennifer Taylor  on November 19, 2015 at 07:43 AM

    Hello, I am not looking for payment integration. Within Salesforce there is a contact area, a lead area, and likewise a quote area, which gathers different information.

    Does your form not integrate to that quote area?

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    JotForm Support

    Answered by Charlie on November 19, 2015 at 10:36 AM

    Based from the article link shared by my colleague, the quotes are created from opportunities and/or products. Currently, the integration supports "Accounts", "Lead" and "Contacts" only.

    I'm not sure if how the quotes can be added directly because they will be under "Opportunities" or "Products", but I see that Zapier has an option to create or add opportunities between JotForm and Salesforce. You can find it here: https://zapier.com/zapbook/jotform/salesforce/.

    Let us know if this helps.