Say hello to Jotform’s Salesforce Agent, your AI Chatbot for Salesforce.
Is there an easy way to automate Salesforce workflows? We think so. The Salesforce Agent connects to your Salesforce instance to automate lead capture, case management, and more with 24-7 responsiveness.
We’ll also share details about our Service and Health Cloud compatibility, a case study from a joint Salesforce and Jotform customer, some things to do while attending Dreamforce in San Francisco, and more.
Check it all out below ⬇️
Jotform Salesforce Agent is built to automate your CRM tasks and drive efficiency and growth across teams. Unlock enterprise-grade automation by seamlessly updating contacts, leads, cases, and more in your Salesforce instance.
Join us October 21, 2025, at 10 a.m. PT to get the first look at Salesforce Agent. Learn about our new AI-powered assistant, watch a demo, and get answers to your questions.
PetRelocation, a global leader in pet travel, faced efficiency challenges as demand grew. By integrating Jotform with Salesforce, the company streamlined automation, resulting in its most profitable year to date.
Jotform for Salesforce now integrates with Health Cloud and Service Cloud, bringing HIPAA-friendly forms and seamless automation to healthcare providers and service teams. Organizations can streamline case management, and improve patient and customer experiences — all directly within Salesforce.
Get ready for Dreamforce 2025! 🌟 Preview our session on smarter Salesforce forms and must-see highlights. Plus, we’ve rounded up the best things to do in San Francisco while you’re attending one of the biggest tech events of the year.
Jotform Enterprise partner JustWorks Consulting is transforming healthcare and social services with smarter, more efficient data solutions. Read the full case study to see how Jotform Enterprise is driving real impact in patient care and beyond.
