Jotform Enterprise + Salesforce
Create records in Salesforce from new submissions in Jotform Enterprise
Boost your sales process by directly integrating submissions from JotForm Enterprise into your Salesforce records. This workflow allows you to streamline data transfer, ensuring that every new submission in JotForm Enterprise promptly creates a corresponding record in Salesforce. Improve data accuracy, save time, and focus more on making successful sales strategies.
Boost your sales process by directly integrating submissions from JotForm Enterprise into your Salesforce records. This workflow allows you to streamline data transfer, ensuring that every new submission in JotForm Enterprise promptly creates a corresponding record in Salesforce. Improve data accuracy, save time, and focus more on making successful sales strategies.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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