This automation scenario allows you to connect JotForm, Verifalia, and Salesforce.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
JotForm, Verifalia and Salesforce can also be integrated using automation tools other than zapier:
When this trigger fires in JotForm
Triggers when a new submission has been added to a specific form.
Then these actions happen in Salesforce and Salesforce
Verifies a single email address and checks if it is properly formatted, really exists and can accept mails, if it is a free or a business mail, flagging spam traps, role accounts, disposable and catch-all addresses - and much more.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
This guide contains information on how to set up an automatic workflow that allows to Validate email addresses in Verifalia for new JotForm submissions, then create leads in Salesforce.
Part I
First, we need to connect JotForm, Verifalia and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect JotForm to Zapier.
Give Zapier access to your JotForm account, using JotForm credentials.
Connect Verifalia to Zapier.
Give Zapier access to your Verifalia account, using Verifalia credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for JotForm
Choose the following trigger: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up an Action for Verifalia
Choose this action: Verify Email Address (Verifies a single email address and checks if it is properly formatted, really exists and can accept mails, if it is a free or a business mail, flagging spam traps, role accounts, disposable and catch-all addresses - and much more.).
Then set up another Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm, Verifalia and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Validate email addresses in Verifalia for new JotForm submissions, then create leads in Salesforce!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Verifies a single email address and checks if it is properly formatted, really exists and can accept mails, if it is a free or a business mail, flagging spam traps, role accounts, disposable and catch-all addresses - and much more.
Get number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.
List of form responses. Fields array has the submitted data.
Get a list of all submissions for all forms on this account. The answers array has the submission data.
Deletes a previously submitted email verification job.
Get credits balance
JotForm is a powerful online form builder that allows you to create custom forms quickly and easily. With a responsive editor and powerful widgets, JotForm streamlines your day-to-day business operations.
Real-time email verification and batch email validation solution for cleaning your email lists
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.