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Salesforce + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and JotForm

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Salesforce and JotForm Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesforce + JotForm in easier way

It's easy to connect Salesforce + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

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

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

  • New Submission

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

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Salesforce & JotForm Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select JotForm as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate JotForm with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and JotForm

Salesforce is a cloud-based customer relationship management (CRM. platform that allows businesses to connect with their clients and customers, within the organization and between external parties. JotForm is a web-based form builder that creates online, customizable forms for websites and mobile devices. The purpose of this article is to compare these two software products.

Salesforce is a cloud-based customer relationship management (CRM. platform that allows businesses to connect with their clients and customers, within the organization and between external parties. Salesforce brings together all the information about a company’s clients in one place and can be accessed anywhere, anytime. The platform allows companies to assess its sales performance, marketing effectiveness, customer service performance, product management, customer satisfaction and loyalty, and employee engagement, among other things. In other words, Salesforce integrates your business with its clients.

JotForm is a web-based form builder that creates online, customizable forms for websites and mobile devices. It allows users to create and design online forms and surveys without needing to be proficient in coding. It provides users with different types of fields, such as text boxes, checkboxes, dropdowns, radio buttons, etc. Users can also create data validation rules such as finding out how many characters should be entered on a field or how many times a user can pick a certain option on a list.

Integration of Salesforce and JotForm

The integration of Salesforce and JotForm allows users to create an online form that can be used by clients of Salesforce. Using this integration, organizations can cplect data from their clients online using JotForm’s platform. This data can be submitted directly to Salesforce, thereby allowing the organization to create a more streamlined process of cplecting data from clients. Salesforce offers various integrations such as Google Apps, MailChimp, Zendesk and more.

Benefits of Integration of Salesforce and JotForm

Integration of Salesforce with JotForm relieves companies from having to duplicate efforts in cplecting data from their clients because the same information can be submitted to Salesforce via this integration. This integration helps companies save time and money because they don’t need to employ additional people to do the data cplection process offline. This way, companies are able to focus on other aspects related to their business’ growth. Moreover, because companies can now rely on centralized data in Salesforce rather than cplecting it manually from clients, they are able to assess their business’ performance better.

Salesforce is a CRM platform that cplects and store client’s data in one place. On the other hand, JotForm is a web-based form builder that allows users to create forms online without being proficient in coding. The integration of these two platforms allows companies to cplect data from their clients online using JotForm’s platform. This data can be submitted directly to Salesforce, thereby allowing the organization to create a more streamlined process of cplecting data from clients. Also, companies are able to assess their business’ performance better because they don’t need to employ additional people to do the data cplection process offline.

The process to integrate Salesforce and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.