Salesforce Form Features
Explore the features that make Jotform’s free Salesforce integration so powerful — and discover how it can help you streamline your sales pipeline and easily collect and manage client information online.
Easy To Use
Easy Integration Setup
Connect Jotform to Salesforce in just a few clicks. All you have to do is authenticate your Salesforce account when setting up the integration in our Form Builder. Now, whenever new leads fill out your form, they’ll automatically be added to your Salesforce CRM!
Seamless Data Collection
Make your Salesforce forms fit into your workflow, not the other way around. From 100+ integrations to advanced automation tools you won’t find anywhere else, Jotform offers endless tools to streamline the way you collect data online, so you can continue working without a hitch.
Manage and Organize Submissions
Sync responses from your Salesforce forms into a collaborative all-in-one workspace with Jotform Tables. Switch between spreadsheet, calendar, and card view, and add filters, formulas, calculations, and assignees with ease.
Turn Responses into Reports
Convert form submissions into visual reports with Jotform Report Builder. Make the most of your Salesforce forms by turning submission data into real-time reports you can easily download, print, and share with clients and stakeholders.
Get Notified about New Submissions
Receive instant email notifications for your Salesforce forms, or view submissions at a glance in Jotform Inbox. You can access Jotform Inbox from any device and quickly search and filter responses without having to leave your Jotform account.
Send Prefilled Forms to Users
Speed up the form-filling process and boost conversion rates with Jotform Prefill. Pre-populate form fields using data from your Salesforce account, another form, or Jotform Tables. You can also prefill forms manually, and, if you have an Enterprise plan, use your Single Sign-On (SSO) credentials to pre-populate forms.
Accept Payments Online
Collect card payments through your Salesforce forms for orders, subscriptions, donations, and more. Jotform offers integrations with 30+ trusted payment gateways including Square, PayPal, Stripe, and Authorize.Net. Customer cardholder data is protected with Jotform’s PCI and GDPR compliance.
Jotform Mobile Forms
Get Instant Push Notifications
Get instant push notifications whenever a new response comes in. With Jotform Mobile Forms, you can gather data, edit forms, and view submissions on any mobile device, and give yourself a chance to stay connected with your leads all the time — even on the go.
Set Up Conditional Logic
Make your Salesforce forms smarter with conditional logic. Set up conditions to hide or reveal form fields, skip irrelevant pages and send personalized messages based on how users fill out your form.