Jotform + Salesforce Integration

Connect Jotform to Salesforce in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Jotform + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
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.

See more
Jotform + KrosAI + 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 KrosAI. 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. KrosAI: To generate better output, you can instruct KrosAI 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.

See more
Jotform + Perplexity 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 Perplexity 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. Perplexity AI: To generate better output, you can instruct Perplexity 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.

See more
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Who Is This Integration For?

Sales Teams
Sales Teams
Event Organizers
Event Organizers
Marketing Managers
Marketing Managers
Customer Support Teams
Customer Support Teams
Financial Advisors
Financial Advisors
Sales Teams
Sales teams often struggle with manually entering leads from form submissions into their CRM. This process is time-consuming and prone to errors, reducing time available for actual selling.
Event Organizers
Event organizers need to efficiently gather and manage attendee information. Manually transferring form data to CRM systems leads to delays and can result in missed opportunities for engaging with attendees.
Marketing Managers
Marketing managers need to seamlessly capture and categorize leads from multiple sources. They often face challenges integrating form submissions into their existing CRM systems for timely follow-up.
Customer Support Teams
Customer support teams gather customer feedback through forms but struggle to connect this data with customer profiles in their CRM, making it difficult to provide personalized support.
Financial Advisors
Financial advisors collect a lot of client information through forms but find it challenging to organize and access this data swiftly in their CRM system to provide timely services.
Jotform logo
Salesforce logo

What Can You Automate With Jotform + Salesforce

Automatically add new Jotform leads to Salesforce
Capture new leads from Jotform submissions and create records in Salesforce effortlessly. This ensures your sales team can follow up quickly, improving conversion rates.
Update Salesforce contacts with new Jotform data
Automatically enrich your existing Salesforce contact records with updated information from Jotform. Keeping your CRM data current helps maintain strong customer relationships.
Create Salesforce tasks for form submissions
Once a Jotform is submitted, generate a task in Salesforce to ensure prompt follow-up. This helps you stay organized and never miss reaching out to a potential lead.
Sync Jotform responses to Salesforce opportunities
Connect Jotform responses directly to Salesforce opportunities to streamline your sales pipeline. This ensures that every interaction is tracked and ready for action.
Generate Salesforce cases from Jotform feedback
Turn customer feedback from Jotform submissions into structured cases in Salesforce service cloud. This lets you manage and resolve customer inquiries efficiently.
And much more...
Automations

Top 10 Most Popular Jotform Automations from
Integrately Community

Just click on the workflow you want to automate

Jotform logo
Trengo logo
Create Trengo ticket for new Jotform form submission
Jotform logo
FastBill logo
Create FastBill contact for new Jotform form submission
Activate
Jotform logo
TimelinesAI logo
Send TimelinesAI message for new Jotform form submission
Activate
Jotform logo
Shopia logo
Chatwork logo
Use AI to automatically compose and send Chatwork notifications for Jotform submissions
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Chatwork logo
Use AI to automatically compose and send Chatwork notifications for Jotform submissions
Activate
Jotform logo
Trengo logo
Create Trengo ticket for new Jotform form submission
Jotform logo
FastBill logo
Create FastBill contact for new Jotform form submission
Activate
Jotform logo
TimelinesAI logo
Send TimelinesAI message for new Jotform form submission
Activate
Jotform logo
Shopia logo
Chatwork logo
Use AI to automatically compose and send Chatwork notifications for Jotform submissions
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Chatwork logo
Use AI to automatically compose and send Chatwork notifications for Jotform submissions
Activate
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Slack logo
Use AI to automatically compose and send Slack notifications for Jotform submissions
Activate
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
CompanyHub logo
Use AI to moderate Jotform submissions and Update record in CompanyHub
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Google Sheets logo
Use AI to moderate Jotform submissions and Update spreadsheet row in Google Sheets
Activate
Jotform logo
Teamleader Focus logo
Create Teamleader Focus contact for new Jotform form submission
Jotform logo
Teamleader Focus logo
Create Teamleader Focus task for new Jotform form submission
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Slack logo
Use AI to automatically compose and send Slack notifications for Jotform submissions
Activate
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
CompanyHub logo
Use AI to moderate Jotform submissions and Update record in CompanyHub
Jotform logo
OpenAI (GPT-3 & DALL·E) logo
Google Sheets logo
Use AI to moderate Jotform submissions and Update spreadsheet row in Google Sheets
Activate
Jotform logo
Teamleader Focus logo
Create Teamleader Focus contact for new Jotform form submission
Jotform logo
Teamleader Focus logo
Create Teamleader Focus task for new Jotform form submission

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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JotForm is the best way to create your online forms - from simple contact forms, quizzes, and surveys to payment and subscription management. JotForm was built by a team that values simplicity over everything else.
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