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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    Saleforce integration: Ability to update existing lead if record exists

    Asked by Kristen Speth on June 08, 2016 at 12:17 PM

    Do you know if this was implemented or is it close to being implemented?

     

    Kristen

    salesforce lead update lead
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    JotForm Support

    Answered by Kiran on June 08, 2016 at 01:42 PM

    Unfortunately, the feature is not yet implemented and still in our wishlist. Let me forward this thread to our backend team as a feature request. Please be noted that we cannot provide you any ETA at the moment for the implementation. However, once we have any update in this regard, you'll be posted here. 

    Thank you! 

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    JotForm Support

    Answered by NeilVicente on June 15, 2016 at 05:35 AM

    Hi,

    Sorry for the late update, but we'd like to inform you that this is now available.

    Select "Update Existing Entry" in the Duplicate Check options to enable it.

    Please do note that it works by cross-checking the user's email with the existing record.

    Let us know if you have any questions or concerns.

    Warm regards,

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    Answered by brendavdps on July 31, 2016 at 02:03 AM

    Hi -

    I am trying to use this feature and I cannot get it to work.  Can you explain more how this should work?  I have email address in my form and I have it mapped to the email address field on my contact record in Salesforce.  Unfortunately I cannot get any data to update the existing data I have in Salesforce.  I have tried very simple forms with just name, email and phone number and even those do not update.  Is there something I am missing?

    Kristen

    kspeth@wscservices.biz

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    JotForm Support

    Answered by Welvin on July 31, 2016 at 07:27 AM

    @Kristen: I have moved your question into a new thread and will address it there shortly. Here's the link: https://www.jotform.com/answers/894574.