Jotform Enterprise + Salesforce

Create new Salesforce leads from new Jotform Enterprise submissions

Boost your sales process by integrating Jotform Enterprise and Salesforce. Whenever a new submission is made in Jotform Enterprise, a corresponding lead is automatically created in Salesforce. This automation ensures that every potential client is promptly followed up and no leads are overlooked, streamlining your lead management process.

Boost your sales process by integrating Jotform Enterprise and Salesforce. Whenever a new submission is made in Jotform Enterprise, a corresponding lead is automatically created in Salesforce. This automation ensures that every potential client is promptly followed up and no leads are overlooked, streamlining your lead management process.

  1. When this happens...
    Jotform EnterpriseJotform Enterprise
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Team WorkspaceRequired

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Team WorkspaceRequired

    • Select a formRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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jotform-enterprise logo

About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.
Learn more

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier