Setting up JotForm Salesforce Integration Simplified: 8 Easy Steps

on CRMs, Data Integration, Marketing Automation, Salesforce • September 27th, 2021 • Write for Hevo

JotForm Salesforce Integration

JotForm allows you to design attractive and versatile Lead Generation and Contact Forms, whereas Salesforce CRM software allows you to track and distribute Leads to team members. Integrating your JotForm data with your Salesforce CRM allows you to capture more Leads faster and accelerate your Sales process.

Upon a complete walkthrough of this article, you will gain a decent understanding of JotForm and Salesforce along with the salient features that they offer. You will also learn about the steps required to set up a JotForm Salesforce Integration from scratch. Read along to learn more about JotForm Salesforce Integration!

Table of Contents

Prerequisites

  • An active Salesforce account.
  • An active JotForm account.

Introduction to JotForm

JotForm logo - JotForm Salesforce Integration
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JotForm is one of the extensively used Cloud-based Form Automation solution that allows users to create and manage online forms as well as track customer responses. It assists users in Generating Leads, Collecting Order Payments, Conducting Customer Surveys, Managing Job Applications, and Registering Guests for Events. It has a One-Page-Per-Question survey format as well as several built-in templates and themes to help users customize their forms. Jotform also houses a central Dashboard, and the form builder further supports Emojis, Icons, Animations, Video Backgrounds, and other features.

JotForm allows the users to add widgets to their forms such as Checklists, Image Sliders, Terms and Conditions, Date Selections, Tables, and more. JotForm charges a monthly subscription fee for services such as Email Support, Chat Support, Training videos, and an Online Support Forum. Subscription levels in JotForm are available for groups and businesses of all sizes. A Free, non-expiring basic plan is also available for users with basic needs or those who want to try the service for free. Non-profit organizations also receive a 50% Discount on all types of subscriptions.

Key Features of JotForm

Some of the key features of JotForm are as follows:

  • Kiosk Mode: JotForm allows the users to collect multiple form responses through a single device during trade shows, conferences, and events.
  • Assign Forms: It allows the users to send specific forms to different members of a team allowing them to view, send and manage responses.
  • Customized Notifications: It enables the users to customize notifications to filter the form submissions and reduce clutter. It triggers a notification whenever a new response is submitted.
  • Integrations: You can integrate JotForm with various third-party applications like Google Sheets, Slack, Salesforce, etc to increase the productivity of a group. Later in this article, you will learn about JotForm Salesforce Integration.

Introduction to Salesforce

Salesforce Logo - JotForm Salesforce Integration
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Salesforce is a popular Cloud-based Customer Relationship Management (CRM) platform that focuses on optimizing business operations such as Sales, Marketing, and others. Salesforce has also specialized in Data Analytics, Marketing Automation, Customer Service, and Platform Development applications through continued development and efforts.

Salesforce automates repetitive daily tasks for administrators allowing them to focus on more strategic business activities. It is a holistic solution for companies that want to easily manage customer data from different channels such as Email, Chat, and Social Media. Salesforce allows you to design Sales Pipelines and Marketing Campaigns that will automatically track Leads, Manage Contacts and Generate Reports for further analysis.

Key Features of Salesforce

Some of the salient features of Salesforce are as follows:

  • Lead Management: Salesforce enables companies to track their Leads and continuously optimize their Campaigns across all channels so that they can make data-driven decisions and boost growth.
  • Simplified Account Management: Salesforce enables companies to have a holistic view of their customers. It allows you to always have access to the Activity History, Customer Communication, Important Contacts, Internal Account Discussions, etc.
  • File Sync and Sharing: Salesforce gives companies the ability to seamlessly share files, collaborate with the entire team, and track content in real-time. Users can also leverage the Quick Search option to search a specific section of the content.
  • Sales Data: With Salesforce, companies can get easy access to the Sales data in real-time which can be used to connect with Leads and boost Marketing productivity.
  • Reports and Dashboards: Salesforce Dashboards provide a real-time and intuitive view of your business performance. It enables companies to view and analyze detailed reports that can be seamlessly accessed by any of the team members.
  • Workflow and Approvals: With Salesforce Visual Workflow, companies can quickly design and automate business processes by leveraging the drag-and-drop functionality that can be used to drive success with flexible approval processes for Expenses, Customer Discounts, Trial Periods, and more.

For further information on Salesforce, click here to check out their official website.

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Steps to Set up JotForm Salesforce Integration

Now that you have a basic understanding of Salesforce and JotForm along with the features that they offer, you are ready to learn about the steps involved in setting up JotForm Salesforce Integration. Follow the steps given below to build your Jotform Salesforce Integration in a seamless manner:

  • Step 1: Log in to your JotForm account using the appropriate credentials, to begin with, the JotForm Salesforce Integration.
Sign In page - JotForm Salesforce Integration
Source: Self
  • Step 2: Once you’ve logged in to your JotForm account, you will see a list of options in the left panel of your home page. Click on the Integration tab.
  • Step 3: From the Settings panel under Integrations, enter Salesforce in the Integrations search bar to perform a simple search.
Settings Panel - JotForm Salesforce Integration
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  • Step 4: To link your Salesforce account with JotForm, click on the Authenticate button. You can select your Salesforce account from the dropdown list if you have already linked it.
Authentication - JotForm Salesforce Integration
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  • Step 5: Once you have successfully connected JotForm with your Salesforce account. Choose one of the following actions: Create a record or Find a record.
Action Field - JotForm Salesforce Integration
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  • Step 6: Choose the type of data to be transferred from the form. All Salesforce objects, both Standard and Custom are permitted.
Selecting object for JotForm Salesforce Integration
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  • Step 7: Map the data fields in your Salesforce CRM to the Form questions.
Marking the Fields - JotForm Salesforce Integration
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  • Step 8: With JotForm Salesforce Integration you are provided with an option to check for duplicate entries. Under the Check for Duplicates Field, select the option Find and Update the existing record from the drop-down menu. You can also use Salesforce Fields to check for duplicates. If a record is found, it will be automatically updated. If not, a new record will be created.
Check Duplicates Field - JotForm Salesforce Integration
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Once you follow all the above instructions in the correct sequence, you will be able to set up JotForm Salesforce Integration in no time!

Conclusion

JotForm Salesforce Integration allows the users to link the data associated with forms to Accounts, Contacts, other CRM objects, or any Custom Object, expanding the horizon for real-time collaboration on different project tasks. JotForm Salesforce Integration has the potential to maximize the output of any team working on a project. Integrating and analyzing your data from a diverse set of data sources can be challenging and this is where Hevo Data comes into the picture.

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Share your experience of learning about JotForm Salesforce Integration! Let us know in the comments section below!

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