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How to connect Jotform to Salesforce and automatically send leads to your CRM

By Krystina Martinez · August 11, 2021
The logos for JotForm and Salesforce

Your customer relationship management (CRM) tool is your business's source of truth, so the information you store needs to be accurate and up-to-date. I know—it's much easier said than done.

Leads come in from other apps, like Jotform, so it's easy for your CRM to get out of date quickly—unless you have someone who is constantly reminding everyone to update Salesforce. With Zapier, you can keep your CRM updated without the hassle—and your super-user can have that time back for more important things.

Zapier's an automation tool that helps you reduce manual tasks between the apps you use most. In this video, we'll show you how to create a Zap—our word for the automated workflows you create with Zapier— that will automatically create Salesforce leads from Jotform responses.

Salesforce is a premium app—available on Zapier's paid plans. Learn more about premium apps.

Get started quickly

We have a template to help you get started quickly. Click the button below and you'll be ready to create your Zap. Some fields will be pre-selected to make things easier. Note: You'll need to create a Zapier account if you don't already have one. It's free to start. 

Add new Jotform form entries to Salesforce as leads

Add new Jotform form entries to Salesforce as leads
  • Jotform logo
  • Salesforce logo
Jotform + Salesforce

Here's how it works: 

  1. Click the button to get started. 

  2. Connect your Jotform account, and select the form you want to use.

  3. Connect your Salesforce account, and select the object type you want to create. 

  4. Select the Salesforce fields you want to edit. 

  5. Select the Jotform information you want to go in your Salesforce fields. 

  6. Test your workflow, and turn it on. 

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

This article was originally published in August 2019 and was updated in August 2021.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'