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Flexible Data Integration With Salesforce

Flexible Data Integration With Salesforce

Salesforce is probably the most popular Customer Relationship Management tool. What makes it great is that it is highly customizable. You can customize the data fields for your contacts and leads according to your business needs. 

Today, we are happy to announce our new integration with Salesforce. The great thing about JotForm’s Salesforce integration is that you can take advantage of the flexibility of both SalesForce and JotForm. You can basically map fields on your JotForm form to the fields on your Salesforce database.
Salesforce allows you to track and disperse leads to your team members. JotForm allows you to create great looking and flexible lead generation forms. So, integration of your JotForm form data with Salesforce database means that you can now quickly capture more leads and speed up your sales. 
How to Setup Integration
It takes only a few minutes to setup an integration with Salesforce. Here is a step by step guide:

1. Click on Settings - Integrations in the Form BuilderThen select Salesforce on the Integrations window by filtering the dropdown field with CRM.

2. Next, enter your SalesForce account credentials. 
3. Now, choose the type of data that will be transferred from the form. Use "Contact" for people and "Lead" for companies. 
4. On this step, map your form questions with the data fields on your Salesforce database. 

5. That's all. On the final step, you will be given an option for duplicate check entry.

If you have any existing submissions in your form, they will be automatically forwarded to SalesForce.
Give it a try today! If you have any suggestions or problems feel free to send us a comment below. 

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  • ndgfooddepot


    I have a Salesforce Contact field which is a checkbox, and I would like to map a Jotform field to set it to true or false, checked or unchecked. Ie. Are you bilingual (French and English)? I've tried using 'Conditions > Update/Calculate Field' with 'IF ... IS EQUAL TO ... INSERT "false" INTO myField.

    Unfortunately the above does not work, is there a better way to set the value of the checkbox on Salesforce to true or false depending on Jotform input?

    Best Regards,

  • Mendelpopack

    Does this integration provide the option to add information to an existing contact rather than replace it.
    For example: If a phone number is given in the form that is different than the one the contact currently has in Salesforce, will it only update and replace the current phone number in Salesforce, or will it add it as an additional phone number?

  • hintonadam828

    We are trying to make accounts by mapping a Account name to Company name but the field is not showing in Jotform for us to select is there a way to fix this.

  • Ausome

    I've integrated a number of my forms into SalesForce. SalesForce asks me to change my password every few months - which updates my security token each time I change my password. Now that I have a new security token do I need to update my previous jotform integrations with the new security token or will the old one maintain the original integration to SalesForce? We have a form that we continuously use so editing the integration with the new security token every 3 months is a tedious task.


  • mikebathon

    This does not work

  • ericalaurenortiz

    Hi All,

    I am trying to integrate jot forms with my client's Salesforce Sandbox. I added the integration and Jotform is able to authentic the credentials. However, when I select "Contact" object to send the Form records to, it gave Full Name and Email ( form items) but not able to generate Salesforce Contact object Standard fields ( like name and email). It just Says "please select" and when i click on it, nothing happens. What seems to be missing here? Any assistance is very much appreciated? I have a screenshot too but no option to attach here. Thanks. Sri

  • Adyatmaka

    Step no 4 is not working

  • johnjo

    are there any other objects integrations availiable or only accoutn contact and leads..

    regards john

  • rmhippofm

    IF you select Account for data to be passed to, how does Jot Form know which account should be updated? Does the jot form fields just update ALL accounts?

  • rmhippofm

    If you select "Account" for data to be passed to, what is it matching to in Salesforce? Account Name?

  • midmarksales

    Can JotForm integrate with Salesforce Pardot? Why does it not integrate with any Oracle systems?

  • digitaljack

    Please detail the steps to change from one credentialed authentication, to a different credentialed authentication. In Edit mode for the integration with Salesforce, the Username, Password, and Security Token fields are all "grayed out". How can I change them?

  • Kim

    I need to be able to map fields from a custom Salesforce object (Planning) to a data collection form, that we can send to clients via a JotForm link.

    I am a potential JotForm customer, and need to make sure mapping to custom Salesforce objects is possible. Can you please confirm? The instructions above only show mapping to Contacts/Leads.

  • theorand

    Just wanted to add that I don't consider this very "Flexible." I like JotForm, which is why I have a paid account, but I also use ohter form tools that have better integration. I know Jotform is robust enough to deliver better integration so let's go for it. Please.

  • theorand

    This feature is so limited. True integration requires the ability to map to custom objects and fields -- to update, upsert and insert. Please roadmap real integration and let Jotform users know the status of this requested feature.

  • shadowcliff


    Is there any way to add criteria in the integration that tells Salesforce whether to create a new contact or to add information to an existing contact?


  • Jon Erlbaum

    Hi and I hope you're well!

    When jotform sends the data to Salesforce, is there any way to have it associate with a particular Salesforce "Campaign"?

    Thanks and Best, Jon