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Leads come in from other apps, like JotForm, so it's easy for your CRM to get out of date quickly—unless you have someone who is constantly reminding everyone to update Salesforce.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.
Get started quickly
We have a template to help you get started quickly. Click the Use this Zap button below, and you'll be guided through setup. You'll need to create a Zapier account if you don't already have one. It's free to start.
Here's how it works:
Click the Use this Zap button to get started.
Connect your JotForm account, and select the form you want to use.
Connect your Salesforce account, and select the object type you want to create.
Select the Salesforce fields you want to edit.
Select the JotForm information you want to go in your Salesforce fields.
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.