Jotform + Salesforce Integration

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Popular Jotform + Salesforce Workflows

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Jotform + Gemini AI + Salesforce Integration

Use AI to Create record in Salesforce for Jotform submissions

Use this automation to create additional insights or summaries of the Jotform responses using Gemini AI. Storing all this information in Salesforce makes it easier for you to analyze all the data in one place.

Here's how it works:
 1. Jotform: 1. Whenever a form is submitted, the automation will be triggered.
 2. Gemini AI: To generate better output, you can instruct Gemini AI about what you want it to do. It could be to extract key information, summarize responses, or provide additional insights based on the data incoming from the form. So you must pass the data from Jotform as well.
 3. Salesforce: The content generated by AI in the previous step will be used to Create record.

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Jotform + OpenAI (GPT-3 & DALL·E) + Salesforce Integration

Use AI to moderate Jotform submissions and Update record in Salesforce

This automation allows you to automate the moderation process for Jotform submissions and update relevant records in your Salesforce based on the moderation analysis.

Here's how it works:
 1. Jotform: Whenever a Form is submitted, the automation will be triggered.
 2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Jotform data to AI for moderation checks.
 3. Salesforce: Based on the moderation analysis from AI, the record in your Salesforce corresponding to the email address incoming from Jotform will be updated accordingly.

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Jotform + Straico + Salesforce Integration

Use AI to Create record in Salesforce for Jotform submissions

Use this automation to create additional insights or summaries of the Jotform responses using Straico. Storing all this information in Salesforce makes it easier for you to analyze all the data in one place.

Here's how it works:
 1. Jotform: 1. Whenever a form is submitted, the automation will be triggered.
 2. Straico: To generate better output, you can instruct Straico about what you want it to do. It could be to extract key information, summarize responses, or provide additional insights based on the data incoming from the form. So you must pass the data from Jotform as well.
 3. Salesforce: The content generated by AI in the previous step will be used to Create record.

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Jotform + Salesforce Integration
1.
  • Jotform
    Form is submitted in Jotform
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
2.
  • Jotform
    Get form submission by ID in Jotform
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
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