An automated workflow using zapier
Connects JotForm + Salesforce
Add new Jotform form entries to Salesforce as leads
About this workflow template
This automation scenario allows you to connect JotForm and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.
Categories
JotForm and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in JotForm
New Submission in JotForm
Triggers when a new submission has been added to a specific form.
Then these actions happen in JotForm and JotForm
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
New Submission in JotForm
Triggers when a new submission has been added to a specific form.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Jotform form entries to Salesforce as leads.
Part I
Configure Applications
First, we need to connect JotForm 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 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
Choose the following trigger: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Then set up another Action for JotForm
Choose this action: New Submission (Triggers when a new submission has been added to a specific form.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm 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 Add new Jotform form entries to Salesforce as leads!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated 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.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity 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
triggerbyifttt
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.
actionbyintegromatpipedreamGet form submissions
List of form responses. Fields array has the submitted data.
actionbyintegromatpipedreamGet user submissions
Get a list of all submissions for all forms on this account. The answers array has the submission data.
actionbyintegromatpipedreamCreate submission
Generate a new submission for your form
actionbyzapierAssign prefilled form
Invite assignees to complete your pre-populated form
actionbyzapierAssign form
Invite assignees to complete your form
actionbyzapier
Apps you need
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.
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.
