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.
- When this happens...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.).
- automatically do this!Create Submission
Generate a new submission for your form
- Free forever for core features
- 14 day trial for premium features & apps
