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Connect Salesforce to Jotform and automate your work

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JotformJotform
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Jotform - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Jotform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect Salesforce and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Practical ways you can use Salesforce and Jotform

Capture leads from web forms into CRM

When a potential customer fills out a Jotform web form, Zapier will automatically create a new lead in Salesforce. This helps keep all lead data organized and ensures no potential sales opportunities are missed.

Business owner
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Automatically create tasks for new customer support tickets

When a new submission is received in a Jotform used for customer support requests, Zapier will create a task in Salesforce to ensure the ticket is tracked and addressed promptly.

Customer support ops
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Update CRM with signed agreements

After receiving a signed document via Jotform, Zapier will update the corresponding record in Salesforce with the attached signed agreement. This ensures the sales team has all necessary documents without manual upload.

Sales ops
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Manage job applications efficiently

Whenever a job application form is submitted via Jotform, Zapier adds the candidate's data to Salesforce as a new record. This streamlines HR operations by maintaining organized candidate information and enabling easy follow-up.

HR & recruiting ops
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Sync survey responses with CRM records

When survey responses are collected through Jotform, Zapier automatically updates or creates corresponding CRM records in Salesforce. This integration keeps marketing data up-to-date for more effective campaigns.

Marketing & marketing ops
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Connect Salesforce and Jotform to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • History Object
      Required
    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Campaign
      Required
    • Contact
      Required
    Action
    Write

Learn how to automate Salesforce on the Zapier blog

Automate Jotform: get inspired on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)
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    About Jotform
    The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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