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Jotform + Salesforce

Create Salesforce records for new Jotform submissions in real-time

Effortlessly streamline your Jotform and Salesforce data by setting up this automation workflow. Every time a new submission is received in Jotform, a record will be created in Salesforce with the submission details. This seamless connection saves you time and ensures all valuable information is captured efficiently and consistently in your Salesforce account.

Effortlessly streamline your Jotform and Salesforce data by setting up this automation workflow. Every time a new submission is received in Jotform, a record will be created in Salesforce with the submission details. This seamless connection saves you time and ensures all valuable information is captured efficiently and consistently in your Salesforce account.

  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
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • Forms & Surveys

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About Salesforce

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

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