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

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

By Krystina Martinez · August 11, 2021
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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Leads come in from other apps, like JotForm, so it's easy for your CRM to get out of date quickly—unless you have someone who is constantly reminding everyone to update Salesforce.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 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: 

  1. Click the Use this Zap 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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Krystina Martinez picture

Krystina Martinez

Krystina writes about all things automation for the Zapier blog. Previously she was a public radio journalist, so she has a lot of opinions about microphones. When she's not writing or tinkering with Zapier, Krystina enjoys sewing her own clothes and taking long naps in between her many hobbies.

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