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 website.  Make sure you’re logged...

When you create a Salesforce integrated form, 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 correctly.  When you...

Salesforce is great at managing contacts through the sales cycle, while Jotform is a great tool to capture contact information to funnel into it.  To get started with integrating with Salesforce, click Settings in the Form Builder, and go to...

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...

Our Salesforce integration has been updated. Our users can now enjoy more diverse functionality within the Salesforce ecosystem. You can check our guide on How to integrate Jotform with Salesforce to view the updated version. If you are...

To successfully integrate Jotform and Salesforce, 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 Edition Unlimited Edition Developer...

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...

Salesforce Prefill allows you to prepopulate your form with contacts or leads data from your Salesforce account. This will allow you to get all or some of the data from Salesforce and pre-populate your form with that information. If you're...