JotForm for Salesforce Integration introduction

I’m thrilled to share our most significant release of the year: JotForm for Salesforce. This available on Salesforce’s AppExchange, . With this integration, you can seamlessly use this within Salesforce, saving you time and improving your workflow.

Salesforce, on the other hand, is a comprehensive CRM platform that can be customized for any business’s needs. The integration between JotForm and Salesforce enhances your workflow by allowing seamless data sharing.

Integration between JotForm and Salesforce

To integrate JotForm with Salesforce, you can follow these steps:

Access the “Settings” option within the JotForm Form Builder. Head over to the “Integrations” tab as part of your navigation.

Search for Salesforce in the integrations list and click on it.

Follow the instructions provided to connect your JotForm account with Salesforce.

Once the integration is set up, you can use JotForm’s customizable online forms to collect leads, contacts, and account information directly into your Salesforce account.

Additionally, you can also install JotForm on Salesforce AppExchange or integrate your custom forms with Salesforce to automatically sync JotForm submissions to your Salesforce account.

Benefit from this Integration for your business

This integration benefits a wide range of users, from nonprofits creating contact lists to businesses streamlining customer onboarding. Its flexibility and adaptability make it suitable for a wide range of situations..

Integrating JotForm with Salesforce can provide several benefits for your business:

Streamlined Data Collection:

By integrating JotForm with Salesforce, you can easily capture data from your online forms and automatically populate it into your Salesforce account. This integration streamlines your workflow, resulting in increased efficiency and productivity..

Improved Lead Management:

JotForm submissions can be seamlessly converted into leads in Salesforce, allowing you to effectively manage and track your potential customers. This integration enables you to capture lead information directly from your forms and quickly follow up with prospects.

Enhanced Customer Relationship Management (CRM):

With JotForm and Salesforce integration, you can centralize your customer data and have a comprehensive view of each customer’s interactions and history. This helps in understanding customer needs, tracking communications, and providing personalized experiences.

Efficient Sales and Marketing Processes:

The integration allows for better coordination between your sales and marketing teams. JotForm submissions can trigger automated workflows in Salesforce, ensuring that leads are promptly assigned, nurtured, and followed up on. Seamlessly connecting these platforms opens up a world of automation possibilities.

Data Accuracy and Consistency:

With the integration, data is transferred directly from JotForm to Salesforce, minimizing the risk of data entry errors or discrepancies. This ensures that your Salesforce database remains up-to-date, accurate, and consistent.

Customization and Flexibility:

JotForm offers a range of form customization options, allowing you to collect specific data fields according to your business needs. The integration with Salesforce enables you to map these fields to corresponding Salesforce objects, custom fields, or standard fields, giving you flexibility in how you capture and organize data.

Overall, integrating JotForm with Salesforce helps streamline your business processes, improve data accuracy, enhance customer management, and increase productivity, ultimately leading to better customer relationships and business growth.

To get started with JotForm for Salesforce, you need to add the app from the Salesforce AppExchange. After setup, you can access all App tools within your Salesforce account. This integration makes it easy to create Salesforce-specific forms and pre-fill them with data.

Now, let’s take a closer look at creating a form within JotForm for Salesforce. Let’s begin by accessing the integration settings. The form builder offers various features, including payment integrations and widgets. You can customize the form’s design, rearrange fields, and add elements like e-signatures.

Once your form is ready, you can easily share it through email, links, social media, or embed it on your website, provides multiple sharing options.

Additionally, you can update existing forms and workflows easily. You can add the Salesforce integration to forms that weren’t initially connected, making it convenient to pull Salesforce data into your forms.

JotForm for Salesforce is a powerful integration that simplifies data collection and sharing. It’s versatile and beneficial for various use cases. Whether you’re new to JotForm or Salesforce, this integration provides a streamlined experience. And with that, let’s move on to the Q&A session.

Process of integrating JotForm with Salesforce

we’ll walk you through the process of integrating JotForm with Salesforce, enabling you to collect and manage data effortlessly. Whether you’re a Salesforce pro or a newcomer, we’ve got you covered.

Step 1: Accessing the Integration

First things first, let’s get started accessing the integration with this feature . If you already have an integration set up, you’ll find the options to manage it. Here, you can either remove it or edit its settings to fit your requirements.

Step 2: Setting Up Integration

Once you’ve accessed the integration options, you can set up your integration. Follow the prompts to configure the settings that suit your needs, such as selecting the Salesforce objects you want to work with.

Step 3: Saving the Integration

After configuring your integration, don’t forget to save your settings. This ensures that your Salesforce integration is correctly set up and ready to go.

Step 4: Data Collection

Now that your integration is in place, it’s time to collect data. Let’s assume you’re working with a customer registration form. Fill in the form as if you were a new customer, providing details like your phone number, email, and referral source.

Step 5: Data Submission

Once you’ve filled out the form, proceed to submit it. The form you see is powered by JotForm, so you may need to sign at the bottom and confirm your submission, as it includes an audit trail.

Step 6: Confirmation and Thank You Page

After submitting the form, you’ll see a confirmation by jotform system or thank you page. Additionally, you’ll receive an email confirming your submission. As an account owner, you’ll have access to this data both in JotForm and Salesforce.

Step 7: Pre-Fill Forms

Now, let’s explore another useful feature: pre-filling forms with data from Salesforce into JotForm. Imagine you need to create an annual update form for customers to update their contact information. You can design a form similar to the customer registration form, but this time, data will flow from Salesforce to JotForm.

Step 8: Creating a Salesforce Pre-Fill

To set this up, you can create a Salesforce pre-fill. This will pull information from your Salesforce contacts or leads list and automatically match fields. You can choose which data to pre-fill, ensuring accuracy.

Step 9: Customizing Pre-Fill Links

Each pre-fill link is unique to an individual, allowing them to see a form with their data already populated.

Step 10: Accessing Data

Finally, let’s discuss accessing data. In Salesforce, you can find your data within the relevant objects, such as accounts and contacts. In JotForm, you have multiple options, including email notifications, submission tables, approval workflows, and custom PDFs.

Step 11: Automating Deletion

If you’re concerned about data storage, you can set up automatic data deletion in JotForm. Define the time period after which data should be deleted, ensuring that it’s only stored in Salesforce.

Resources for Further Exploration

To delve deeper into Salesforce integration with JotForm, here are some valuable resources:

Salesforce AppExchange: Find JotForm for Salesforce on the AppExchange.

Salesforce Forms on JotForm: Learn more about Salesforce Forms on JotForm and their functionality.

Blog Overview: Explore a comprehensive blog post covering this integration with screenshots and detailed steps.

Pre-Fill Webinar: Gain a deeper understanding of pre-filling forms with Salesforce data by watching our webinar.

JotForm Enterprise: If you’re interested in JotForm for Enterprise with Salesforce integration, find more information and contact our sales team.

Conclusion

Integrating JotForm with Salesforce can significantly streamline your data collection and management processes. Whether you’re pushing data from JotForm to Salesforce or pre-filling forms with Salesforce data, this integration offers a powerful toolkit to enhance your workflow. Feel free to explore the resources provided and reach out for support to make the most of this integration.