Features

Discover Jotform for Salesforce

Discover the top features of Jotform for Salesforce, and start building powerful Salesforce forms.

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Create forms for Salesforce

Easily build forms and gather leads without leaving your Salesforce account. Send data directly to Salesforce to create or update records for any object.

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Forms for Salesforce

Prefill forms with Salesforce data

Effortlessly prefill your forms with Salesforce data to improve customer satisfaction and maintain accurate records. Create a user-friendly form-filling experience that eliminates manual data entry, allowing your users to focus on essential information.

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Prefilled Forms

Assign forms to Salesforce contacts

Assign forms to your Salesforce contacts directly from your Salesforce account, without the need for additional integrations. Invite contacts via email or direct link.

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Assign forms to Salesforce contacts

Collect e-signatures

Streamline e-signature collection with Jotform Sign. Create contracts, quotes, or invoices to send to your clients or customers. Request and manage electronic signatures directly from your Salesforce account.

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Drag and Drop Form Builder

Generate Salesforce documents

Create PDFs from your form submission data in seconds, including sales contracts, quotes, and invoices. Send copies to recipients or save them for your records. Plus, you can easily collect e-signatures from users on any device.

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Generate Salesforce documents

Build Salesforce workflows

Automate your work by using Jotform’s handy tools within Salesforce. Assign forms, apply conditional logic, get approvals, automate follow-up emails, and collect e-signatures. Submission info will automatically populate your Salesforce objects — streamlining and simplifying your workflows.

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Automate Salesforce workflows

Integrate with
100+ apps

Extend the functionality of your forms with our ever-growing collection of online form integrations. Choose from apps like Google Drive, Asana, Mailchimp, Zoom, Box, and many more.

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Integrate with 100+ apps

Collect payments with ease

Integrate your Salesforce forms with one of our 30+ payment gateways. Built-in PCI compliance ensures you can collect payments effortlessly and securely with no transaction fees.

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Collect payments with ease

Manage data with Jotform Tables and Inbox

Organize, track, and manage your submissions using Jotform Inbox and Tables. Easily find what you’re looking for with search filters, and collaborate with others.

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Manage data with Jotform Tables and Inbox

Visualize data with analytics and reporting

Monitor and analyze your traffic, view online form responses, and convert data into professional reports to better understand your customers. At Jotform, we help you uncover new business insights to make smarter decisions.

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Visualize data with analytics and reporting

Keep your data in Salesforce

Transfer form submission data to your Salesforce account automatically. Or save your data in other apps like Google Sheets, Box, and Google Drive. Don’t worry about duplicate records — we’ll automatically delete submissions from Jotform after a predefined period.

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Keep your data in Salesforce

Secure your forms and data

Jotform’s advanced security measures ensure your data stays safe and secure. With a 256-bit SSL connection, data encryption, spam protection, reCAPTCHA, and adherence to multiple compliance standards, you can rest easy knowing your data is protected.

Secure your forms and data

Empower your organization with Jotform Enterprise features

Custom Domain

White Label

Multiuser Environment

Priority Real-Time Support

Single Sign-On (SSO)

Unlimited Forms & Submissions

Jotform for Salesforce is available on AppExchange!