Create Salesforce Prefilled Forms

Pre-populate your forms with data from your Salesforce CRM to increase conversions and create a seamless customer experience. Discover how you can set up a prefilled Salesforce form in just a few easy steps.


Create a prefilled form

Build your online form from scratch or customize a readymade template — then select Salesforce as your Jotform Prefill method.


Connect to Salesforce

Connect your Salesforce account to Jotform by providing your Salesforce login credentials in our Form Builder.


Match form fields

Select which form fields you’d like to pre-populate with data pulled from your Salesforce account.


Send your form to Salesforce contacts

Collaborate with teammates by inviting users to view or edit prefilled fields on your form.