User Guide

Flexible Data Integration With Salesforce

Last Update: May 5, 2017

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. 


12 Comments...

  • 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

  • shadowcliff

    Hi.

    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?

    Thanks,
    Becki

  • 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.

  • 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.

  • 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.

  • 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?

  • midmarksales

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

  • rmhippofm

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

  • 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?

  • johnjo

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

    regards john

  • Adyatmaka

    Step no 4 is not working

  • 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

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