Announcing Jotform for Salesforce

Announcing Jotform for Salesforce

Salesforce is the most robust and comprehensive sales, marketing, and operations based CRM solution available. The limits of what you can do with your customer data — once it’s in Salesforce — are bound only by your imagination and skill in navigating the ecosystem. 

But no two organizations are the same. Each has its own needs — from simple to complex, lead capture to event coordination. And how you get your data into Salesforce (integration type, object creation, field matching, prefill, etc.) can make the difference in whether your CRM workflows truly automate your busywork and save valuable time or bog you down with manual tasks.   

It’s a point of pride for us that thousands of nonprofits, service providers, healthcare companies, and more have trusted Jotform to pipe their customer data into Salesforce over the years.

So we’re thrilled to enhance your Salesforce connectivity with Jotform for Salesforce.

Jotform is now available on Salesforce’s AppExchange for a brand-new and intuitive form building experience.

Jotform for Salesforce benefits at a glance

With Jotform on the Salesforce AppExchange, your workflows will experience true end-to-end automation, helping your organization accomplish its goals faster.

Here’s why you’ll love Jotform for Salesforce:

✅ This new form solution, automatically integrated with your Salesforce objects and fields, eliminates platform switching.

✅ With Jotform’s industry-leading automations directly in your Salesforce environment, you can create more reliable and productive workflows.

✅ Automated data integration between your customer-facing forms and your Salesforce database ensures accuracy and saved time (which means money saved).

✅ Jotform’s app aligns with Salesforce’s security standards, and together we offer industry-leading form and CRM data security and regulatory compliance.

✅ You can try the Jotform for Salesforce App for free!

If you’re a nonprofit digitizing applications from those in need, a B2B collecting leads and video assets, a healthcare supplier logging order information and invoices from doctors’ offices, or a leading enterprise with 50,000-plus customers, Jotform for Salesforce is built to scale with your needs.

To learn more about Jotform for Salesforce, join our webinar on September 19 at 11 a.m. (PT).

What is the Salesforce AppExchange, and why add Jotform to it?

Similar to other global software companies (like Apple and Google), Salesforce is a platform all its own, and as a result, it has had a thriving app marketplace since 2005. 

image of salesforce appexchange logo

The Salesforce AppExchange is a trusted enterprise cloud marketplace for thousands of third-party apps, solutions, and services that extend the functionality of Salesforce. These apps and services help organizations solve challenges that are unique to their particular workflows and needs.

The Jotform app is now integrated with the Sales Cloud solution, which focuses on helping companies accelerate their sales cycles by providing tools to manage the leads, opportunities, businesses, and individuals they work with.

We set out to create Jotform for Salesforce with three main goals in mind:

  1. Streamline data collection and make it easy for users to leverage our best-in-class automations in the environment where they’re most comfortable.
  2. Innovate upon our Salesforce integration with new features now and in the future.
  3. Provide increased connectivity to almost any solution. Combining Salesforce and Jotform (both known for their breadth of integrations) helps you get more done.

Who should use Jotform for Salesforce?

We hinted that industries like nonprofit and healthcare are big users of Jotform’s legacy Salesforce integration. But really anyone in any industry who already uses Salesforce should use this enhanced version of the integration.

In addition to syncing standard contacts and leads, here are some sample use cases.

IndustryJotform & Salesforce uses
NonprofitNonprofits can sync donations, applications, program registrations, and event collateral they collect through Jotform to Salesforce. They can also use Jotform’s Donation Apps and approval workflow automations within Salesforce. 
HealthcareHealthcare professionals and suppliers alike use Jotform to create invoices and HIPAA-friendly appointment forms. They can sync related contact data to custom objects in Salesforce.
SalesAn automated Jotform and Salesforce workflow for leads is critical for any Sales team. Additionally, Sales  gets proposals for estimates as well as new customer order forms. They can reengage their current customer base with prefilled forms.
Financial servicesFinancial services firms use both solutions to qualify and handle loan creation, and update existing customer information, using conditional logic and Smart PDF Forms. 
B2B/event managementService-oriented companies map registration submissions to custom objects and log survey feedback in Salesforce. 
ConsultantsThe uses here range from creating forms that can be embedded on a website to e-signature solutions to prefilling data using Salesforce info.
Agencies and trade desksThese companies sell services, collect payments and applications, and then map and track their applicants in Salesforce.

How to use Jotform for Salesforce

Almost all of us have added an app to our phone, tablet, or laptop by now, and getting started with Jotform for Salesforce is just as easy.  

In your existing Salesforce instance go directly to Jotform on the Salesforce AppExchange and click the Get It Now button.

Image showing two ways to access Jotform on Salesforce: via App Launcher by searching 'Jotform' or directly on Salesforce AppExchange by clicking 'Get It Now'

After clicking the button, if you’re not already signed in, you’ll be prompted to with your Salesforce (or Trailblazer) account, or you can continue as a guest (where you can sign up for a free trial of Salesforce).

Image showing a prompt to sign in with Salesforce or Trailblazer account

You’ll then be asked to sign in/authenticate your Jotform account. A cool new feature we’ve added is the ability to log into Jotform by using your Salesforce account credentials, similar to the way you used your Google or other IDs in the past.

Screenshot of the prompt to authenticate Jotform account, highlighting the new feature that allows signing in using Salesforce account credentials

Next, you’ll need to allow Salesforce to access your Jotform account (and data).

Screenshot showing the prompt to grant Salesforce access to Jotform account and data

After clicking Allow, your Salesforce and Jotform accounts will be connected. You’ll see a Jotform tab atop the page, and when you click on that tab, you’ll be able to use your Jotform instance within the Salesforce interface.

Screenshot showing 'Allow' button and Jotform tab, indicating successful connection and ability to use Jotform within Salesforce interface

If you run into trouble with your integration anywhere along the way, don’t worry; we’ve got you covered. Just reference our Jotform for Salesforce user guide.

If you’re curious about using Salesforce as a CRM solution and would like to learn more, check out a product demo to see how your business may benefit. 

Creating your first Salesforce form

Not only are all your Jotform automations available within your Salesforce instance, but a great new feature of Jotform for Salesforce is the unique Salesforce form type within the app.

From your My Forms homepage, click the Create Form button as you normally would. You’ll now see the option, Create Salesforce Form, which allows you to create a form that’s automatically integrated with your Salesforce objects.

mage of 'My Forms' homepage with 'Create Form' button, highlighting the new 'Create Salesforce Form' option for automatic integration with Salesforce objects

This new option is perfect for efficiently mapping your Salesforce fields to your forms. It allows for easier field syncing from your forms to leads, contacts, accounts, or other custom objects/records, leaving complex integration connections behind.

Simply select the objects that suit your needs and add them to your new form. Objects are basically mini databases. Each database contains fields relevant to the object.

In this Salesforce example form, I’ve selected three objects: Lead, Event, and Attachment. There’s no limit to the number of objects you can select to suit your data needs.

Screenshot of a Salesforce example form with three selected objects

Once you’ve selected all your objects (and checked the fields within them for the data you want in your form), click Create Form. Your new form will show all the fields you’ve selected.

Gif showing object and field selection followed by 'Create Form' button; resulting form displays chosen fields

As an example, when someone submits my new lead form, their details will automatically populate the objects in my Salesforce database.

Screenshot illustrating that a submitted lead form auto-populates selected Salesforce database objects

Need to update or edit your form? Use the new Salesforce icon within the form builder to update your objects. You can change or add fields within your existing objects, or add new ones.

Image highlighting the Salesforce icon in the form builder

When you click Next, you’ll have the option to toggle on Update record to avoid duplicates in your database.

Gif showing the 'Next' button and an option to toggle 'Update record' to avoid database duplicates

You can also click the Add action button to create a new record, update an existing one, or find an existing record.

mage showing 'Add action' button for options to create, update, or find a database record
Announcing Jotform for Salesforce Image-1

The Jotform advantage, now in Salesforce

While other AppExchange solutions can help you import data into Salesforce, we believe the quality and reach of our workflow automations make a difference.

Gif showing steps to prefill forms in Salesforce

For instance, it’s now easy to securely prefill your forms within the Salesforce interface.

Simply go to the Publish tab, access Prefill from the left menu, choose Salesforce Prefill, and upload the contact and lead information you need in your forms. Since you’re already in Salesforce, no account authentication is needed.

Prefilling forms is proven to deliver higher form conversion rates and better lead accuracy (in addition to updating your Salesforce contacts or company details with new information).

For a deeper dive, learn more about prefilling forms with your Salesforce objects.

screenshot of some payment gateways logos

If you’re collecting payments, you can add one of over 40 payment integrations to your Salesforce forms. Customize fields in your objects to indicate whether a fee has been collected upon form submission or log the amount paid in your object’s fields.

Screenshot showing how to create a Jotform Sign agreement in Salesforce

Create a Jotform Sign agreement within Salesforce that’s automatically set up for approvals by internal stakeholders. You’ll collect signed documents that will keep work moving and productivity at its highest levels. 

These and other form-based automations like PDF generation, Jotform Approvals, Jotform Apps, and Report Builder — along with the new Salesforce forms — continue to streamline your workflows while fitting your unique Salesforce needs in innovative ways.  

If you work for an enterprise organization that uses Salesforce as its CRM, learn more about Jotform Enterprise on the Salesforce AppExchange.  

Jotform users connect with Salesforce to be more productive

jotform & salesforce to help make dreams come true

Tips for working in Salesforce

New to Salesforce? The powerful solution can help your organization manage customer processes and engagement in many ways, but getting started can be daunting. 

Here are a few handy tips to keep in mind if you’re just beginning:

  1. Goal setting. Define what success looks like for your needs and workflows. Catalog the data you’re importing, and map how you’d like to manage it. This will give you a holistic view of your ideal workflows so you can separate needs from wants. 
  2. Consider a consultant. Not everyone has the budget for consulting. But if you do, having a consultant on hand can save you a lot of time. Plus, they can train your stakeholders so that knowledge can be passed down in the future.    
  3. Train up. Every organization has subject matter experts, so why not create your own Salesforce gurus? Get those who want to learn new skills started with free resources available from the Trailblazer Community, YouTube, TikTok, and more.
Announcing Jotform for Salesforce Image-2


Jotform for Salesforce improves your experience by offering 

  • Seamless data capture through forms within the Salesforce interface. This makes for easy field mapping and transfer of data to leads, contacts, and custom objects. 
  • Enhanced lead generation. Just embed your Salesforce forms on your company website (or on social media). Your sales team can follow up easily on real-time data flows.
  • Improved data quality via accurate field mapping through the Jotform app. Your teams will no longer need to manually enter data. 
  • An integrated user experience. Having access to all of Jotform’s features within Salesforce eliminates the need for platform switching, making for a streamlined process.

Jotform for Salesforce is available on the Salesforce AppExchange, and it’s easy to get started for free! 

If you’re an existing paid Jotform customer with a Salesforce integration, you’ll be able to install Jotform on the AppExchange and begin using it now (consultants being an exception).

For those on a Jotform Starter plan, you can enjoy up to five forms and 100 monthly submissions on us; however, you’ll need to upgrade to a paid plan if you want to increase usage, storage space, or the number of users. 

If your needs exceed what’s available with the Starter plan, you can join any of the following single-user plans:

  • Bronze: $39/month
  • Silver: $49/month
  • Gold: $129/month

Nonprofit organizations automatically qualify for discounts. And for those who require company-wide access or a customized approach, Jotform offers Enterprise solutions; speak with someone today to learn more.

If you have additional questions about Salesforce, check out the following help guides:

Try out Jotform for Salesforce today and let us know how you feel about it. Plus, feel free to review us in the AppExchange. 

Jotform is now on Salesforce AppExchange!

Get It Now
Jotform is now on Salesforce AppExchange!
Chris is a Content Marketer and Creator at Jotform with a wealth of experience in online marketing, content marketing and people management. He's a lover of words who believes writing can be a force for positive outcomes both in business and in life. In addition to writing for Jotform, Chris has contributed to software blogs including Hubspot, AWeber and Atlassian. Chris's work has garnered an international industry award (PMA) and was recognized by PerformanceIN for being a top traffic driver in 2017. Chris is passionate about travel, film, design and great food/wine and he writes about them on his site You can reach Chris through his contact form.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Podo Comment Be the first to comment.