How to Integrate Jotform with Salesforce

Last Update: 

Jotform allows you to create great looking and flexible lead generation forms and contact forms, while Salesforce CRM software allows you to track and send leads to team members. Integrating your Jotform form data with your Salesforce database enables you to quickly capture more leads and speed up your sales process.

To integrate Jotform with Salesforce, please follow the steps below:

  1. In the form builder, click Settings.
  2. Click the Integrations tab.
  3. Search for Salesforce, and click it.
How to Integrate Jotform with Salesforce Image-1
  1. Click the Authenticate button to link your Salesforce account. If you have already linked your Salesforce account, you can select it from the dropdown.
How to Integrate Jotform with Salesforce Image-2
  1. Once you’ve connected your account, choose one of the following actions: Create or update a record or Find a record.
  2. Select an object from the list. All standard and custom Salesforce objects are supported in the integration. 
  3. Map your form fields to the data fields from your choosen Salesforce object.
How to Integrate Jotform with Salesforce Image-3
  1. You also have the option to Update if an existing record is found. Check the box and map your form fields as your criteria for updating a record. Read more about duplicating checking through the following links:
  1. Once done, click the Save Action button save this type of action.
How to Integrate Jotform with Salesforce Image-4
  1. Click the Save Integration button. 
How to Integrate Jotform with Salesforce Image-5
  1. Click the Finish button, and you’re done. Your form data will be sent to Salesforce every time your form is submitted.
How to Integrate Jotform with Salesforce Image-6

Check the following guide for Mastering SalesForce with Jotform.

Have you given it a try? Tell us what you think in the comments below. 

Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum:

Contact Jotform Support:

Send Comment:

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


  • ken uzo - Profile picture
  • Vito Abbinante - Profile picture
  • Parham Nassiri - Profile picture
  • Khan - Profile picture
  • Charles Jenkins - Profile picture
  • IT Support - Profile picture
  • Rob  - Profile picture
  • NSCA Admin - Profile picture
  • Encounter Info - Profile picture
  • Encounter Info - Profile picture
  • DJS - Profile picture
  • True Wealth Advisors - Profile picture
  • Suzanne Hartley - Profile picture
  • Xavier - Profile picture
  • WEI JOTFORM TEST - Profile picture
  • Cherishma - Profile picture
  • jill.millermlg - Profile picture
  • paquinc - Profile picture
  • LNSWjotform - Profile picture
  • aeacevedo - Profile picture