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Set up your first integration
Quickly connect Jotform to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jotform with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Jotform and Salesforce, automating your workflow.
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Frequently Asked Questions about Jotform + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Salesforce
How does Jotform integrate with Salesforce?
Our integration allows you to automatically send form submissions from Jotform to Salesforce. You can map form fields to Salesforce fields, ensuring the data collected through Jotform is transferred seamlessly into Salesforce without manual entry.
What triggers are available in the Jotform and Salesforce integration?
The main trigger in our integration is a new form submission. When a user submits a form through Jotform, it triggers actions within your Salesforce account, such as creating a new lead or updating an existing contact.
Can I create custom objects in Salesforce using Jotform responses?
Yes, by using our integration, you can map your Jotform responses to create custom objects in Salesforce. This allows for flexible data management tailored to your business processes.
Are there any limitations on the types of fields that can be mapped between Jotform and Salesforce?
While most field types are compatible and can be directly mapped between Jotform and Salesforce, some complex or custom field types may require additional configuration or use of middleware solutions.
How can I update existing records in Salesforce with data from Jotform?
With our integration, you can set actions to update existing records in Salesforce. For instance, when a response is submitted via Jotform that matches specific criteria (like an email address), it could automatically update corresponding contact information within your CRM.
Is it possible to trigger automated workflows in Salesforce as a result of new submissions from Jotform?
Certainly! Our integration supports triggering automated workflows in Salesforce whenever a new submission is received. These workflows can include sending follow-up emails or assigning tasks based on the submission details.
Does the integration support real-time data transfer between Jotform and Salesforce?
Yes, we provide near real-time data transfer capabilities ensuring that once a form is submitted on Jotform, the information is promptly reflected within your connected Salesforce account.
Practical ways you can use Jotform and Salesforce
Sync Jotform submissions to Salesforce.
Streamline data entry by syncing new Jotform form submissions directly into Salesforce. When a customer submits a form in Jotform, Zapier will automatically create a record in Salesforce to ensure customer details are logged without manual work. This reduces errors and saves significant admin time.
Business Owner
Update Salesforce records with Jotform submissions.
Ensure all data stays accurate across systems. When a new Jotform submission is received, Zapier updates the matching Salesforce record. This keeps both platforms aligned and reduces the need for manual input, lowering the risk of mismatched or outdated data.
ITTrack new leads from Jotform in Salesforce.
Automatically track lead data collected via forms. When a new Jotform submission is received, Zapier logs it as a lead in Salesforce. This ensures your team can follow up with fresh inquiries while minimizing manual data entry and delays.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
