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Jotform + Salesforce

Update Salesforce leads when new Jotform submissions are received

Streamline your lead management process with this efficient workflow. Whenever a new submission is received in Jotform, it will instantly update the corresponding lead in Salesforce. Save time and effort by keeping your sales pipeline up to date and organized with this seamless process.

Streamline your lead management process with this efficient workflow. Whenever a new submission is received in Jotform, it will instantly update the corresponding lead in Salesforce. Save time and effort by keeping your sales pipeline up to date and organized with this seamless process.

  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 Lead

    Updates an existing lead in Salesforce.

    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