Jotform for Salesforce

Jotform for Salesforce

When you install Jotform’s app on your Salesforce account, you’ll have a Salesforce button right there on your forms, so now you can automate the creation of records in Salesforce. Keep on reading to learn how to install Jotform from...

Embedding your Salesforce form into your website will make it so much easier to get your contacts to go straight to your Salesforce database. Let’s check out how to embed your Salesforce forms into your...

When you create a Salesforce form (a form integrated with Salesforce), you have to make sure your fields are mapped to each other correctly. You also have to make sure your form submitters fill them out to ensure the fields you map to integrate...

Salesforce is great at managing contacts through the sales cycle, while Jotform is a great tool to capture contact information to funnel into it thanks to its robust Salesforce forms.  To get started with integrating with Salesforce, click...

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 and...

After setting up the integration, you may find that some data are not sent to your chosen Salesforce object. It is imperative to know the reason, and that's where the Salesforce Action Logs can help. Common errors are rooted in mismatching...

To successfully integrate Jotform and Salesforce to create Salesforce forms, you have to make sure API access is turned on in your Salesforce account, not just Jotform. Salesforce editions that enable API access are: Enterprise...

Salesforce integration gives you the option to discard a duplicate entry or update the existing record with new values. If you're looking for a way to integrate Salesforce with Jotform without having to leave Salesforce, check out our guide on how...

With Salesforce Legacy integration, you have the option to add new records to your Salesforce Campaign. If you want another way to integrate Jotform with Salesforce, check out our listing in Salesforce AppExchange. All you need to do is to...

With the Jotform for Salesforce, assigning your form to your contacts is now easier. This saves you time from setting up the prefill settings and creating the prefill URLs for each user. Assigning to Salesforce Contacts Assigning is done...

Salesforce Prefill allows you to prepopulate your form with contacts or leads data from your Salesforce account. This enables you to get data from Salesforce forms and use them in your form. To learn other ways of integrating Salesforce with...

To put it simply, Salesforce’s customer relationship management (CRM) software is essentially a giant database where you can manage any kind of information. Salesforce allows you to store information in one...

Integrating one app with another is a pretty easy process for the average user, but there’s a lot going on behind the scenes you may not know about. For example, both apps usually need to access protected resources and exchange some sort of...

Die Integration einer App mit einer anderen ist für den Durchschnittsnutzer ein ziemlich einfacher Prozess, aber hinter den Kulissen geht eine Menge vor sich, von dem Sie vielleicht nichts wissen. Zum Beispiel müssen beide Anwendungen in der...