When it comes to customer relationship management, Salesforce is the preeminent CRM solution on the market. In fact, IDC found that in 2019 Salesforce increased its market share by more percentage points than the other top CRM providers combined. Almost synonymous with the phrase CRM itself, Salesforce is well known for a feature-rich platform that helps you manage all of your customers and leads.
Jotform and Salesforce have been integration partners for almost 10 years, and we’re really excited to announce our latest update! Now, our customers can enjoy more diverse functionality within the Salesforce ecosystem so they can be even more productive.
What’s new with the Jotform–Salesforce integration?
Our product development team conducted feedback sessions with shared customers to gather their requests for the essential updates that would improve the integration workflow. As a result, we improved areas like user experience and form and field functionality, as well as increased record integration capabilities to maximize the current features within Salesforce.
As always, you can automatically sync your Jotform submissions to your Salesforce account to add new contacts and leads. Now it’ll be easier than ever to do so.
Here are the highlights of the new features:
- All standard and custom objects in Salesforce are now supported. This was one of the top requests from our users.
- Standard objects are objects included with Salesforce, such as Account, Contact, Lead, and Opportunity.
- Custom objects are objects that you create to store information specific to your company or industry. They are unique to your organization and provide a structure for sharing data. For example, if you work in HR, you might build a custom object that stores information about the software certifications of employees.

- There are now both Find a record and Create a record actions.
- Find a record allows users to find a record and link it to another action. For example, Accounts can have multiple Contacts in Salesforce. When you create a Contact record, you can link this Contact to an Account by using the Find a record action. Additionally, users can define matching criteria to find a record.
- You can set as many of these actions as you need, and multiple records can be created for each form submission. The Account ID field links a Contact to an Account. You can retrieve the Account ID from the Find a record action.


Step-by-step login instructions
If this is your first time integrating Salesforce with Jotform, log in from the Settings section of the Jotform Form Builder.

Then click the Authenticate button to link your Salesforce account. If you have already linked your Salesforce account, you can select it from the dropdown.

Once you’ve connected your account, choose one of the following options: Create a record or Find a record.

Select the type of data to transfer from the form. All standard and custom Salesforce objects are allowed.

Map your form questions to the data fields in your Salesforce database.

Also, you have the option to check for duplicate entries. We recommend selecting Find and update the existing record. Alternatively, you can use Salesforce fields to check for duplicates. If a record is found, it will be updated automatically. Otherwise, a new record will be created.

When you’re finished, all form submissions will automatically be uploaded to your Salesforce CRM. There, you’ll see the Jotform data, whether it’s an account or contact.

For additional information (or questions) on how to set up your Jotform integration with Salesforce, be sure to check out our help guide.

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8 Comments:
Does Jotform have a 2-way sync to Salesforce to display and conditionally modify the form based on the form filler's Salesforce data
Thanks for sharing step by step salesforce integration here.
Can you attach signed PDFs to opportunities/leads?
Can your integration do lookups to tie incoming data from a Jotform to an existing contact and/or account? While importing data is great, how do you recommend ensuring duplicate contacts or accounts are not created when doing so? For our organization, having an ability to import data from a Jotform, and then use that data to lookup and tie it to an existing account or contact would be very helpful. Or is there another way to accomplish the same thing?
Can you all please work out a way to integrate notes from form to Salesforce accounts? If you did that my life would be complete. Would love to make a form that has account name and a notes section that sends to Salesforce notes to accounts. Thanks!!
Hey guys, could you release the link to the Original PDF? We spent tons of hours with Jotform trying to move our Typeforms but we did hit a wall when we found out it's impossible to get the Original PDF using a link or API after changing the answer with API. We had to let all our work in Jotform in standby and we went back to Typeform, what a shame. After exchanging a lot of emails with your support they said you would be releasing a link to the Original PDF so it can be generated automatically without somebody manually doing it. Maybe it's a small functionality to be mentioned in the update? We would love to move to Jotform after all, so, is it already available?
How does this, or does it at all, work with cases in Salesforce? We run our help desk in Salesforce and would LOVE to make forms in Jotform that could populate fields in a new case. Right now all we can do it use email-to-case to send an email with the form data into Salesforce which doesn't populate any case fields.
I feel like you are so close yet so far away from this functionality.
Thank you.
can you use this to collect files and have them land on account in SalesForce?