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
Create a prefilled form
Build your online form from scratch or customize a readymade template — then select Salesforce as your Jotform Prefill method.
Authenticate
Connect to Salesforce
Connect your Salesforce account to Jotform by providing your Salesforce login credentials in our Form Builder.
Setup
Match form fields
Select which form fields you’d like to pre-populate with data pulled from your Salesforce account.
Share
Send your form to Salesforce contacts
Collaborate with teammates by inviting users to view or edit prefilled fields on your form.