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Jotform + Salesforce

Create Jotform submissions from updated Salesforce records

Boost your efficiency with this workflow that connects Salesforce and Jotform. Whenever a record field is updated in Salesforce, a corresponding submission gets created in Jotform. This connection ensures seamless data flow between both platforms, freeing you from the hassle of manual data entry. It's an optimal solution for maintaining accuracy, transparency, and speed in your information management processes.

Boost your efficiency with this workflow that connects Salesforce and Jotform. Whenever a record field is updated in Salesforce, a corresponding submission gets created in Jotform. This connection ensures seamless data flow between both platforms, freeing you from the hassle of manual data entry. It's an optimal solution for maintaining accuracy, transparency, and speed in your information management processes.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    JotformJotform
    Create Submission

    Generate a new submission for your form

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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.

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About Salesforce

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