JotForm
Verifalia
Salesforce
zapier

An automated workflow using zapier

Connects JotForm + Verifalia + Salesforce

Validate email addresses in Verifalia for new JotForm submissions, then create leads in Salesforce

About this workflow template

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:

Diagram

Validate email addresses in Verifalia for new JotForm submissions, then create leads in Salesforce
Workflow diagram: JotForm + Verifalia + Salesforce integration

How it works?

When this trigger fires in JotForm

JotForm

New Submission in JotForm

Triggers when a new submission has been added to a specific form.

Then these actions happen in Salesforce and Salesforce

Verifalia

Verify Email Address in Verifalia

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.

Salesforce

Create Record in Salesforce

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How to set up this workflow

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

Configure Applications

First, we need to connect JotForm, Verifalia and Salesforce to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect JotForm to Zapier.

    Connect JotForm to Zapier.

    Give Zapier access to your JotForm account, using JotForm credentials.

  • Connect Verifalia to Zapier.

    Connect Verifalia to Zapier.

    Give Zapier access to your Verifalia account, using Verifalia credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for JotForm

    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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    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.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    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

    ifttt
    triggerbyifttt
  • JotForm

    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.

    zapierpipedream
    actionbyzapierpipedream
  • JotForm

    Get monthly user usage

    Get number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.

    integromatpipedream
    actionbyintegromatpipedream
  • JotForm

    Get form submissions

    List of form responses. Fields array has the submitted data.

    integromatpipedream
    actionbyintegromatpipedream
  • JotForm

    Get user submissions

    Get a list of all submissions for all forms on this account. The answers array has the submission data.

    integromatpipedream
    actionbyintegromatpipedream
  • JotForm

    Delete email verification job

    Deletes a previously submitted email verification job.

    zapierpipedream
    actionbyzapierpipedream
  • JotForm

    Get credits balance

    Get credits balance

    pipedream
    actionbypipedream

Apps you need

JotForm

JotForm

Form Builders

Online form builder & creator without coding

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.

Verifalia

Verifalia

Email Verification Service

Real-time email verification and batch email validation solution for cleaning your email lists

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Zapier

Zapier

Automation Platforms

No-code automation service

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.