Jotform for Beginners
Get more done with powerful, easy-to-use online forms. Learn how in this helpful, free guide from Jotform.
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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:
- In the form builder, click Settings.
- Click the Integrations tab.
- Search for Salesforce, and click it.
- 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 actions: Create or update a record or Find a record.
- Select an object from the list. All standard and custom Salesforce objects are supported in the integration.
- Map your form fields to the data fields from your choosen Salesforce object.
- 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:
- Once done, click the Save Action button save this type of action.
- Click the Save Integration button.
- Click the Finish button, and you’re done. Your form data will be sent to Salesforce every time your form is submitted.
Check the following guide for Mastering SalesForce with Jotform.
Have you given it a try? Tell us what you think in the comments below.
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19 Comments:
I currently utilize Salesforce for job intake, however, I have a field on my Jotform where the user can put in an already existing Salesforce job number. How do I link JF and SF so that when the user inputs an existing SF job number, the form they're filling out will link to that job in SF?
Hi,
Can I use it for Web to Case too?
Hi we are salesforce partner, we have a prospect looking to integrate Jotforms with Salesforce but are looking at Salesforce Professional edition and need to send data to a custom object, is this possible or does this require Enterprise Edition of Salesforce?
Here's what I'm envisioning: A separate dashboard where we can view all of our form submissions (applications, contact form, product waitlists, demo sign-ups). We would like to assign reps and attach notes that are easily accessible/viewable on the contact's page. Is this possible?
Will be submitting a support ticket to see if what I'm envisioning is possible. Or perhaps there's a better way to accomplish this? All of our forms are currently in Jotform and our reps are using a Google Sheet to view submissions. They're unable to make edits to the sheets without resetting the integration.
Any ideas on how to make this easier for them?
Is it possible to update an exisiting salesforce contacts' details through jotform by submitting a jotform that has matching fields such as name, email address and mobile number, as well as new information that I would like to update in the coattails details in salesforce?
our salesforce integration is just a blank screen now. What is going on?
We have also reached out to Jotform but we no one is responding, Why?
How can I integrate Jot form with salesforce without Creating duplicate Accounts. Ex. When i create the contact Alfredo Ford salesforce create the account Ford Household and if i create the contact Carmen Ford salesforce create another Ford Household instead add the contact Carmen Ford to the existent Ford Household
Do you have a sample of taking an uploaded file on the form and passing that to Salesforce (Content Version object)?
None of the examples show the mapping of a Salesforce Checkbox field (boolean / true-false) to a field in a Jotform. The integration does not show any eligible fields on our form when we select those field types in Salesforce. There doesn't appear to be a simple boolean flag field type in the form elements. How is this integration possible?
With this integration is it a direct pass of the data to Salesforce or does the data also remain / get stored in Jotform?
Can I conditionally create a record inside salesforce?
For instance, I want to create 2 records inside salesforce after form submission
and the form has a checkbox field,
-> if that's true then create 2 records,
-> else if that's false then create a single record
What are the minimum Salesforce permissions required for a Salesforce user to be used as the account of the integration? I would prefer not to use an account with full administrator permissions.
Can jotform be used with Salesforce if Salesforce Shield is turned on to encrypt the data at rest?
Can I connect Jotform to my Salesforce Sandbox?
How can I integrate Jotform with salesforce without Creating duplicate leads
After upgrading to Silver (and all the headaches that caused), our forms integration with Salesforce stopped working. I have re-authenticated all forms using the process above, but they still do not integrate! I have issued a ticket but with no response. Average response time is laughable.
The options do not match what is currently shown in the integration.
Can you update this help?
The Create and update option are now combined in the dropdown and I am not able to make the update work.
Thank you
Christian
I can't see how to create a specific Lead record type when creating new lead records via my integration. Can you help?
It should be an option to connect to a Salesforce sandbox instance