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Jotform + Salesforce

Update Salesforce records when new Jotform submissions are received

Effortlessly keep your Salesforce records up-to-date with new Jotform submissions using this seamless automation. When a form submission occurs in Jotform, this workflow will update the corresponding Salesforce record, ensuring your data stays accurate and current at all times. Stay organized and save valuable time by streamlining your Jotform and Salesforce integration.

Effortlessly keep your Salesforce records up-to-date with new Jotform submissions using this seamless automation. When a form submission occurs in Jotform, this workflow will update the corresponding Salesforce record, ensuring your data stays accurate and current at all times. Stay organized and save valuable time by streamlining your Jotform and Salesforce integration.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions