# Salesforce Intake Forms | Jotform for Salesforce # Automate your Salesforce Intake process with Jotform Seamlessly collect lead information and configure customer Intakes in your Salesforce database with comprehensive intake forms from Jotform. Start from scratch or use one of our ready-made templates to build a custom intake form to gather important intake data and auto-generate Intakes in Salesforce. Sign Up with Google Sign Up with Apple OR Sign Up with an email It's free! ![Image 1: Intake Forms Hero Template 1](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/intake-forms/form1.svg) ![Image 2: Intake Forms Hero Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/intake-forms/form2.svg) ![Image 3: Intake Forms Hero Template 3](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi8vdGVtcGxhdGVzL2ludGFrZS1mb3Jtcy9mb3JtMy5wbmc=/form3.png?w=674&t=1) ## Explore Intake Form Templates With Jotform's robust form template gallery, you can find the perfect intake form for your needs. [![Image 4: Tax Preparation Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/tax-preparation-client-intake-form.png?w=310&v=3334058188&t=classic) Preview](https://www.jotform.com/form-templates/tax-preparation-client-intake-form "Tax Preparation Client Intake Form") ### [Tax Preparation Client Intake Form](https://www.jotform.com/form-templates/tax-preparation-client-intake-form "Tax Preparation Client Intake Form") Use this Tax Preparation Client Intake Form as a guideline when you file your annual tax return. This intake form has all questions that will help you file your tax accurately. Use Template[Preview](https://www.jotform.com/form-templates/tax-preparation-client-intake-form "Tax Preparation Client Intake Form") [![Image 5: Esthetician Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/esthetician-client-intake-form.png?w=310&v=1914661027&t=classic) Preview](https://www.jotform.com/form-templates/esthetician-client-intake-form "Esthetician Client Intake Form") ### [Esthetician Client Intake Form](https://www.jotform.com/form-templates/esthetician-client-intake-form "Esthetician Client Intake Form") An Esthetician Client Intake Form is a form template designed to streamline the process of collecting client medical history, identifying allergies, and understanding skincare concerns Use Template[Preview](https://www.jotform.com/form-templates/esthetician-client-intake-form "Esthetician Client Intake Form") [![Image 6: Massage Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/massage-intake-form.png?w=310&v=222359942&t=classic) Preview](https://www.jotform.com/form-templates/massage-intake-form "Massage Intake Form") ### [Massage Intake Form](https://www.jotform.com/form-templates/massage-intake-form "Massage Intake Form") Let patients book appointments and describe symptoms in one easy-to-use form. Get responses instantly. Easy to customize. Works on any device. No coding. Use Template[Preview](https://www.jotform.com/form-templates/massage-intake-form "Massage Intake Form") [![Image 7: Counseling Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/counseling-intake-form.png?w=310&v=4110416854&t=classic) Preview](https://www.jotform.com/form-templates/counseling-intake-form "Counseling Intake Form") ### [Counseling Intake Form](https://www.jotform.com/form-templates/counseling-intake-form "Counseling Intake Form") The Counseling Intake Form allows for an easier client registration process as it automates gathering information from your clients, reduces paperwork and helps to keep patient records in a systematic way. Use Template[Preview](https://www.jotform.com/form-templates/counseling-intake-form "Counseling Intake Form") [![Image 8: Mental Health Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/mental-health-intake-form.png?w=310&v=3946379144&t=classic) Preview](https://www.jotform.com/form-templates/mental-health-intake-form "Mental Health Intake Form") ### [Mental Health Intake Form](https://www.jotform.com/form-templates/mental-health-intake-form "Mental Health Intake Form") Perform patient intake online. Collect medical history, supporting documents, and fee payments. Protect patient data with optional HIPAA compliance. Use Template[Preview](https://www.jotform.com/form-templates/mental-health-intake-form "Mental Health Intake Form") [![Image 9: Medical Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/medical-intake-form.png?w=310&v=2125391546&t=classic) Preview](https://www.jotform.com/form-templates/medical-intake-form "Medical Intake Form") ### [Medical Intake Form](https://www.jotform.com/form-templates/medical-intake-form "Medical Intake Form") A Medical Intake Form is a form template designed to collect comprehensive information about a patient's medical history, past surgeries, genetics, and symptoms Use Template[Preview](https://www.jotform.com/form-templates/medical-intake-form "Medical Intake Form") [![Image 10: Life Coach Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/life-coach-intake-form.png?w=310&v=3874806467&t=classic) Preview](https://www.jotform.com/form-templates/life-coach-intake-form "Life Coach Intake Form") ### [Life Coach Intake Form](https://www.jotform.com/form-templates/life-coach-intake-form "Life Coach Intake Form") A Life Coach Intake Form is a form template designed to streamline the coaching process for life coaches. Use Template[Preview](https://www.jotform.com/form-templates/life-coach-intake-form "Life Coach Intake Form") [![Image 11: Fitness Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/fitness-client-intake-form.png?w=310&v=4021190683&t=classic) Preview](https://www.jotform.com/form-templates/fitness-client-intake-form "Fitness Client Intake Form") ### [Fitness Client Intake Form](https://www.jotform.com/form-templates/fitness-client-intake-form "Fitness Client Intake Form") Fitness Client Intake Form provides you with your customers' contact details, health history, lifestyle details, availability status, training goals and acknowledgement to terms and conditions. Use Template[Preview](https://www.jotform.com/form-templates/fitness-client-intake-form "Fitness Client Intake Form") [![Image 12: Hair Salon Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/hair-salon-client-intake-form.png?w=310&v=3456739701&t=classic) Preview](https://www.jotform.com/form-templates/hair-salon-client-intake-form "Hair Salon Client Intake Form") ### [Hair Salon Client Intake Form](https://www.jotform.com/form-templates/hair-salon-client-intake-form "Hair Salon Client Intake Form") A Hair Salon Client Intake Form is a form template designed to gather essential new client information and appointment preferences. Use Template[Preview](https://www.jotform.com/form-templates/hair-salon-client-intake-form "Hair Salon Client Intake Form") [![Image 13: Bookkeeping Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/bookkeeping-client-intake-form.png?w=310&v=3182355487&t=classic) Preview](https://www.jotform.com/form-templates/bookkeeping-client-intake-form "Bookkeeping Client Intake Form") ### [Bookkeeping Client Intake Form](https://www.jotform.com/form-templates/bookkeeping-client-intake-form "Bookkeeping Client Intake Form") A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time. Use Template[Preview](https://www.jotform.com/form-templates/bookkeeping-client-intake-form "Bookkeeping Client Intake Form") [![Image 14: Patient Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/patient-intake-form.png?w=310&v=3969210519&t=classic) Preview](https://www.jotform.com/form-templates/patient-intake-form "Patient Intake Form") ### [Patient Intake Form](https://www.jotform.com/form-templates/patient-intake-form "Patient Intake Form") Register new patients for your practice with a free online Patient Intake Form. Great for telemedicine or telehealth. Option for HIPAA friendly features. Use Template[Preview](https://www.jotform.com/form-templates/patient-intake-form "Patient Intake Form") [![Image 15: Spa Client Intake Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/spa-client-intake-form.png?w=310&v=2853022960&t=classic) Preview](https://www.jotform.com/form-templates/spa-client-intake-form "Spa Client Intake Form") ### [Spa Client Intake Form](https://www.jotform.com/form-templates/spa-client-intake-form "Spa Client Intake Form") Avoid the hassle for your patient by using this Spa Client Intake Form wherein they can fill up before the scheduled therapy session. This form is easy-to-use and can be accessed to any device. Use Template[Preview](https://www.jotform.com/form-templates/spa-client-intake-form "Spa Client Intake Form") See More Form Templates Salesforce ## Easily integrate Jotform with Salesforce Jotform is now part of the Salesforce AppExchange! You can use the integration on the AppExchange platform or in Jotform’s form builder. In just a few minutes, seamlessly transfer data between Jotform and Salesforce for better, faster, more efficient lead generation and sales. ![Image 16: Easily integrate Jotform with Salesforce](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/intake-forms/integrate.svg) Share or Embed ## Share and embed your forms in seconds You can share your forms via link, email, QR code, or on your social media accounts in seconds. Additionally, you can embed forms in your website in just a few quick clicks to begin collecting lead data immediately. The best part? No coding required. Prefill Forms ## Prefill forms with your Salesforce data With Salesforce Dynamic Prefill, you can retrieve the latest client data from your Salesforce account and dynamically pre-populate forms for a more seamless user experience. No more toggling between platforms to pull important client information. ![Image 17: Easily integrate Jotform with Salesforce](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi8vdGVtcGxhdGVzL2ludGFrZS1mb3Jtcy9wcmVmaWxsLnBuZw==/prefill.png?w=40&t=1) ## Learn how to use Jotform for Salesforce ![Image 18: Salesforce Youtube Thumbnail](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi90ZW1wbGF0ZXMveXQtdGh1bWIucG5n/yt-thumb.png?w=40&t=1) ## What our users say about Jotform “Jotform is the cornerstone of my lead generation and e-signature needs. It’s the easiest yet most powerful tool for creating questionnaires that make a difference in my daily occupations in just a few minutes. Jotform is also fully customizable, so it delivers what I need it to. I’m delighted about the many updates throughout the years. Thank you to the team who supports us to succeed!” Alexandre Bérubé, Managerial Economist at Le Docteur des Profits ## FAQ * ### What is an Intake in Salesforce? A Salesforce Intake is a collection of data about leads and their entire customer journey, including contact, program engagement, assessment, and case objects. You can use the Intake feature to gather information about potential clients and determine the best course of action to serve them. Intakes track leads all the way from initial inquiry to enrollment in a Salesforce program. You can even track Intakes past this point to monitor their status over time. * ### How do I create an Intake in Salesforce? You can create Intakes in Salesforce from the **Intakes** tab or from an Inbound Referral. From the **Intakes** tab, click **New** and give the Intake a name. You’ll be prompted to fill out a set of details about the Intake. Click **Save** to complete the process. To create an Intake from an Inbound Referral, click the **Cases** tab followed by the case number of an Inbound Referral. Then select **Create Intake**, edit the name, and click **Save**. Note that editing an Intake also edits the object record to minimize the amount of data upkeep you need to do. * ### What are the different stages of the Salesforce Intake process? The default Intake Stages are * Not Started * In Progress * Awaiting Client Input * In Review * Not Approved * Approved Keep in mind that you can edit, remove, or add new Intake Stages by visiting the **Setup** tab in Settings. * ### Why is the Intake Checklist important? The Intake Checklist in Salesforce is a useful module that lists all the steps required to complete the Intake process. This checklist helps ensure that no action is skipped. The Intake Checklist is also helpful for navigating Intake records in a specific order and guiding users through necessary tasks like completing assessments and collecting personal information. Intake Checklists use Action Plan templates to build individual checklists that are meaningful to your organization. They are also customizable so that users can add them to Intake records using your organization’s guidelines. * ### Which information do you need most in a Salesforce Intake? The most critical information in a Salesforce Intake is client information, including client name, email, phone number, position, company size, etc. However, some Intakes may also require industry-specific information, so you should be careful with each Intake you create. * ### Which industries need Salesforce Intake forms the most? While Salesforce Intake forms are applicable to many different industries, any type of business that uses lead generation will find intake forms to be a game-changer. These businesses include B2B and B2C, real estate, insurance, technology, consulting, financial services, and much more. Additionally, the healthcare, nonprofit, and education industries use intake forms on a regular basis. * ### How do I create an intake form using Salesforce? Salesforce offers several native solutions for building intake forms. You can also use handy third-party form builders that offer Salesforce integrations — such as Jotform. Jotform’s no-code online form builder enables you to build custom forms in no time so that you can streamline your lead generation. Jotform is now available on the Salesforce AppExchange. Without leaving your Salesforce account, you can customize a form template however you like and share the form with your clients and customers in seconds. Alternatively, you can create a form on Jotform’s platform and integrate it with Salesforce. View More