Connect Jotform and Salesforce integrations
Connect Jotform and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Jotform and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Jotform and Salesforce integrations.
Create custom Jotform and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds questions to the specified form.
Completes or aborts a job.
Creates a new bulk data job.
Add new forms with questions, properties and email settings.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
List of form responses. Fields array has the submitted data.
Get number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.
Popular Jotform and Salesforce workflows.
Looking to get more out of Jotform and Salesforce? With Make you can visually integrate Jotform and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Jotform Integration to KlickTipp
This scenario listens for new submissions from a JotForm form and automatically creates or updates contacts in KlickTipp. Form fields such as name, email address and webinar preferences are mapped directly into your KlickTipp account without any manual steps. Dynamic information from each submission is used to enrich contact profiles for powerful segmentation and personalization. Perfect for coaches consultants trainers and digital educators who host webinars workshops or online courses and want to eliminate time spent on manual data transfer. Incoming leads are tagged immediately so you can trigger welcome messages preparation sequences and follow-ups without delay. This seamless flow ensures every registrant receives the right information at the right moment. This integration empowers you to send instant confirmation emails preparation reminders and countdown messages before your webinar starts. Automated lead capture and data transfer save you time and reduce errors while tailored messaging drives higher engagement. With everything running automatically you can focus on delivering exceptional content and growing your business.
TRY IT ->Create Word and PDF documents with Plumsail from Jotform data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Jotform. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
TRY IT ->Watch for Jotform submissions and send data via HTTP action
Automatically monitor Jotform submissions and send collected data via HTTP action. Streamline data transfer from Jotform to your desired endpoint effortlessly.
TRY IT ->Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Salesforce leads with DataForSEO
Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->
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