Features
Discover Jotform for Salesforce
Discover the top features of Jotform for Salesforce, and start building powerful Salesforce forms.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Get the App — It’s Free!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.
Empower your organization with Jotform Enterprise features
Custom Domain
White Label
Multiuser Environment
Priority Real-Time Support
Single Sign-On (SSO)
Unlimited Forms & Submissions