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: Can we select a record type with JotForm integration?

    Asked by dgenaro on July 28, 2016 at 11:51 AM

    When entering a new lead salesforce ask you to select a record type . Is it possible to integrate jotform while selecting a particular record type ?

     

     

     David

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    JotForm Support

    Answered by Mike on July 28, 2016 at 01:51 PM

    Yes, you can select the Account, Contact or Lead type while enabling the Salesforce integration on your form.

    If you need any further assistance, please let us know.

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    Answered by dgenaro on July 28, 2016 at 02:42 PM

    Prior to creating a new lead , salesforce ask

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    JotForm Support

    Answered by BDAVID on July 28, 2016 at 04:32 PM

    That feature is not implemented in our integration, I will forward a request on your behalf to have it. However, the request can be approved or declined, and if it gets approved, there is no estimated time-frame for the implementation. 

    You should be notified via this thread if there is any updates on this request.

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    Answered by mflanagan on April 11, 2017 at 11:04 AM

    I would also like this feature for contacts in Salesforce.  Any update?
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    Answered by KadeJM on April 11, 2017 at 01:19 PM

    @ mflanagan

    This thread is rather old and it is better to open up new questions as new threads so I have moved your related question to this new thread here: https://www.jotform.com/answers/1116674

     

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    JotForm Support

    Answered by NeilVicente on May 01, 2017 at 09:05 AM

    @dgenaro

    This feature is now available.

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

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

    Best,