Jotform Enterprise + Salesforce
Create new Jotform Enterprise submissions from new Salesforce records
Save time on form creation with this streamlined workflow. Whenever a new record appears in Salesforce, this will initiate a submission within Jotform Enterprise. This seamless process ensures data consistency across platforms, and facilitates a quicker response or follow-up from your team. It provides an efficient way to manage data input and documentation without needing to manually transfer information or create forms, enhancing your productivity and eliminating potential errors.
Save time on form creation with this streamlined workflow. Whenever a new record appears in Salesforce, this will initiate a submission within Jotform Enterprise. This seamless process ensures data consistency across platforms, and facilitates a quicker response or follow-up from your team. It provides an efficient way to manage data input and documentation without needing to manually transfer information or create forms, enhancing your productivity and eliminating potential errors.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Submission
Generate a new submission for your form
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