JotForm + Salesforce Integration

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When Form is submitted in JotForm > Search contact in Salesforce > Check any condition > (If condition matches) > Update record in Salesforce > (Else) > Create lead in Salesforce

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Popular JotForm + Salesforce Workflows

When Form is submitted in JotForm > Search contact in Salesforce > Check any condition > (If condition matches) > Update record in Salesforce > (Else) > Create lead in Salesforce

When a new Form is submitted in JotForm, Search contact in Salesforce. If it matches your criteria then Update record in Salesforce else Create lead in Salesforce

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When Form is submitted in JotForm > Search lead in Salesforce > Check any condition > (If condition matches) > Update record in Salesforce > (Else) > Create contact in Salesforce

When a new Form is submitted in JotForm, Search lead in Salesforce. If it matches your criteria then Update record in Salesforce else Create contact in Salesforce

Activate

When Form is submitted in JotForm > Search lead in Salesforce > Check any condition > (If condition matches) > Update record in Salesforce > (Else) > Create lead in Salesforce

When a new Form is submitted in JotForm, Search lead in Salesforce. If it matches your criteria then Update record in Salesforce else Create lead in Salesforce

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When Form is submitted in JotForm > Create account in Salesforce > Create opportunity in Salesforce

When a new Form is submitted in JotForm, Create account in Salesforce and Create opportunity in Salesforce.

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When Form is submitted in JotForm > Create contact in Salesforce > Create task in Salesforce

When Form is submitted in JotForm then Create contact in Salesforce and Create task in Salesforce

Activate

When Form is submitted in JotForm > Create lead in Salesforce > Create task in Salesforce

When Form is submitted in JotForm then Create lead in Salesforce and Create task in Salesforce

Activate

When Form is submitted in JotForm > Check any condition > Create opportunity in Salesforce

When a new Form is submitted in JotForm and it matches your criteria, Create opportunity in Salesforce.

Activate

When Form is submitted in JotForm > Create opportunity in Salesforce > Create record in Salesforce

When a new Form is submitted in JotForm, Create opportunity in Salesforce and Create record in Salesforce

Activate

When Form is submitted in JotForm > Check any condition > Create lead in Salesforce

When a new Form is submitted in JotForm and if it matches your criteria Create lead in Salesforce

Activate

When Form is submitted in JotForm > Check any condition > Create opportunity in Salesforce > Create record in Salesforce

When a new Form is submitted in JotForm and if it matches your condition then Create opportunity in Salesforce and Create record in Salesforce.

Activate

When Form is submitted in JotForm > Search contact in Salesforce > Check condition > (If found) > Create opportunity in Salesforce > (Else) > Create contact in Salesforce > Create opportunity in Salesforce

When Form is submitted in JotForm then Search contact in Salesforce and check condition. If condition matches then Create opportunity in Salesforce, else Create contact in Salesforce and Create opportunity in Salesforce.

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What Do You Want To Automate?

When

Form is submitted in JotForm
Contact is created in Salesforce
Account is created in Salesforce
Lead is created in Salesforce
Opportunity is created in Salesforce
Case is created in Salesforce
Task is created in Salesforce
Record is updated in Salesforce
Record is created in Salesforce
Field is updated on record in Salesforce
Outbound message is received in Salesforce Instant
Quote is created in Salesforce
Contact is updated in Salesforce
Account is updated in Salesforce
Lead is updated in Salesforce
Opportunity is updated in Salesforce
Case is updated in Salesforce
Task is updated in Salesforce
Quote is updated in Salesforce

Automatically

Create contact in Salesforce
Create account in Salesforce
Create lead in Salesforce
Create opportunity in Salesforce
Create task in Salesforce
Create case in Salesforce
Create record in Salesforce
Update contact in Salesforce
Update account in Salesforce
Update lead in Salesforce
Update opportunity in Salesforce
Update case in Salesforce
Update task in Salesforce
Update record in Salesforce
Search contact in Salesforce
Search account in Salesforce
Search lead in Salesforce
Search opportunity in Salesforce
Search case in Salesforce
Search task in Salesforce
Search record in Salesforce
Add lead to campaign in Salesforce
Add contact to campaign in Salesforce
Search Quote in Salesforce
Search record using query in Salesforce
Search Record by Id in Salesforce

You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.

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You Can Also Integrate JotForm & Salesforce With 900+ Other Apps

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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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

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Why JotForm & Salesforce Users ❤ Integrately

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate JotForm & Salesforce with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.