Jotform + Salesforce Integration

Connect Jotform to Salesforce - Automate your workflows in 1-click

With Jotform automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Salesforce automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Jotform + Salesforce integration.
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Ready Workflows For Jotform + Salesforce Integration

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most-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.

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Create Your Own Jotform & Salesforce Integration Without Any Code

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2. Select what action you want to automate
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Jotform + Salesforce Integration
1.
  • Jotform
    Form is submitted in Jotform

    Triggers the automation whenever a form is filled

  • Salesforce
    Record is created in Salesforce

    Triggers the automation whenever a new record is created

  • Salesforce
    Record is updated in Salesforce

    Triggers the automation whenever any record is updated

  • Salesforce
    Field is updated on record in Salesforce

    Triggers the automation whenever a particular action in the workflow fails

  • Salesforce
    Lead is created in Salesforce

    Triggers the automation whenever a new lead is created

  • Salesforce
    Lead is updated in Salesforce

    Triggers the automation whenever the lead information is updated

  • Salesforce
    Opportunity is created in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Opportunity is updated in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Task is created in Salesforce

    Triggers the automation whenever a new task is created

  • Salesforce
    Task is updated in Salesforce

    Triggers the automation whenever any task is updated

  • Salesforce
    Contact is updated in Salesforce

    Triggers the automation whenever a contact is updated

  • Salesforce
    Contact is created in Salesforce

    Triggers the automation whenever a new contact is created

  • Salesforce
    Account is created in Salesforce

    Triggers the automation whenever a new account is created

  • Salesforce
    Account is updated in Salesforce

    Triggers the automation whenever an account is updated

  • Salesforce
    Outbound message is received in Salesforce

    Triggers the automation whenever an outbound message is received

    Instant
  • Salesforce
    Case is created in Salesforce

    Triggers the automation whenever a new case is created

  • Salesforce
    Case is updated in Salesforce

    Triggers the automation whenever any case is updated

  • Salesforce
    Quote is created in Salesforce

    Triggers the automation whenever a new quote is created

  • Salesforce
    Quote is updated in Salesforce

    Triggers the automation whenever any quote is updated

2.
  • Jotform
    Get form submission by ID in Jotform
  • Salesforce
    Search record using query in Salesforce

    Automatically searches for a record using the query provided by the user

  • Salesforce
    Create record in Salesforce

    Automatically generates a new record

  • Salesforce
    Update record in Salesforce

    Automatically updates a record with new information

  • Salesforce
    Search record in Salesforce

    Automatically searches for a record within a given database

  • Salesforce
    Create lead in Salesforce

    Automatically generates new leads for potential customers

  • Salesforce
    Update lead in Salesforce

    Automatically updates the lead information

  • Salesforce
    Search lead in Salesforce

    Automatically retrieves information for a particular lead

  • Salesforce
    Create contact in Salesforce

    Automatically adds a new contact to the database

  • Salesforce
    Update contact in Salesforce

    Automatically updates contact information with new details

  • Salesforce
    Search contact in Salesforce

    Automatically finds and retrieves contact information

  • Salesforce
    Create opportunity in Salesforce

    Automatically creates a new instance of the support system

  • Salesforce
    Update opportunity in Salesforce

    Automatically updates the opportunity details as needed

  • Salesforce
    Search opportunity in Salesforce

    Automatically searches for a opportunity

  • Salesforce
    Add contact to campaign in Salesforce

    Automatically adds a contact to a campaign for targeted communication

  • Salesforce
    Add lead to campaign in Salesforce

    Automatically adds a new lead to a marketing campaign for targeted outreach

  • Salesforce
    Create account in Salesforce

    Automatically generates a new account

  • Salesforce
    Search account in Salesforce

    Automatically searches for account information

  • Salesforce
    Update account in Salesforce

    Automatically updates account information

  • Salesforce
    Create task in Salesforce

    Automatically creates a new task

  • Salesforce
    Update task in Salesforce

    Automatically updates the task with new information or changes

  • Salesforce
    Search task in Salesforce

    Automatically searches for a task

  • Salesforce
    Get tasks by contact Id in Salesforce

    Automatically retrieves tasks associated with a contact Id

  • Salesforce
    Create case in Salesforce

    Automatically generates a new case entry

  • Salesforce
    Update case in Salesforce

    Automatically updates case details based on new information received

  • Salesforce
    Search case in Salesforce

    Automatically searches for a case record

  • Salesforce
    Get Record by Id in Salesforce

    Automatically retrieves a record based on its ID

  • Salesforce
    Get events by contact Id in Salesforce

    Automatically retrieves a list of events associated with a contact Id

  • Salesforce
    Search quote in Salesforce

    Automatically searches for a quote

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