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dgenaroAsked 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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MikeReplied on July 28, 2016 at 1:51 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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dgenaroReplied on July 28, 2016 at 2:42 PM
Prior to creating a new lead , salesforce ask
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David JotForm Support ManagerReplied on July 28, 2016 at 4:32 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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mflanaganReplied on April 11, 2017 at 11:04 AM
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KadeJMReplied on April 11, 2017 at 1:19 PM
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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NeilVicenteReplied on May 1, 2017 at 9:05 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,