Sponsored content from our partner Jotform

Salesforce is the most robust and comprehensive sales, marketing, and operations based CRM solution available. The limits of what you can do with your customer data — once it’s in Salesforce — are bound only by your imagination and skill in navigating the ecosystem.

But no two organizations are the same. Each has its own needs — from simple to complex, lead capture to event coordination. And how you get your data into Salesforce (integration type, object creation, field matching, prefill, etc.) can make the difference in whether your CRM workflows truly automate your busywork and save valuable time or bog you down with manual tasks.

It’s a point of pride for us that thousands of nonprofits, service providers, healthcare companies, and more have trusted Jotform to pipe their customer data into Salesforce over the years.

So we’re thrilled to enhance your Salesforce connectivity with Jotform for Salesforce.

Jotform is now available on Salesforce’s AppExchange for a brand-new and intuitive form building experience.

Jotform for Salesforce benefits at a glance

With Jotform on the Salesforce AppExchange, your workflows will experience true end-to-end automation, helping your organization accomplish its goals faster.

Here’s why you’ll love Jotform for Salesforce:

✅ This new form solution, automatically integrated with your Salesforce objects and fields, eliminates platform switching.

✅ With Jotform’s industry-leading automations directly in your Salesforce environment, you can create more reliable and productive workflows.

✅ Automated data integration between your customer-facing forms and your Salesforce database ensures accuracy and saved time (which means money saved).

✅ Jotform’s app aligns with Salesforce’s security standards, and together we offer industry-leading form and CRM data security and regulatory compliance.

✅ You can try the Jotform for Salesforce App for free!

If you’re a nonprofit digitizing applications from those in need, a B2B collecting leads and video assets, a healthcare supplier logging order information and invoices from doctors’ offices, or a leading enterprise with 50,000-plus customers, Jotform for Salesforce is built to scale with your needs.

What is the Salesforce AppExchange, and why add Jotform to it?

Similar to other global software companies (like Apple and Google), Salesforce is a platform all its own, and as a result, it has had a thriving app marketplace since 2005.

The Salesforce AppExchange is a trusted enterprise cloud marketplace for thousands of third-party apps, solutions, and services that extend the functionality of Salesforce. These apps and services help organizations solve challenges that are unique to their particular workflows and needs.

The Jotform app is now integrated with the Sales Cloud solution, which focuses on helping companies accelerate their sales cycles by providing tools to manage the leads, opportunities, businesses, and individuals they work with.

We set out to create Jotform for Salesforce with three main goals in mind:

1. 1. Streamline data collection and make it easy for users to leverage our best-in-class automations in the environment where they’re most comfortable.
   2. Innovate upon our Salesforce integration with new features now and in the future.
   3. Provide increased connectivity to almost any solution. Combining Salesforce and Jotform (both known for their breadth of integrations) helps you get more done.

Who should use Jotform for Salesforce?

In addition to syncing standard contacts and leads, here are some sample use cases.

• Nonprofits – Nonprofits can sync donations, applications, program registrations, and event collateral they collect through Jotform to Salesforce. They can also use Jotform’s Donation Apps and approval workflow automations within Salesforce.
• Financial services – Financial services firms use both solutions to qualify and handle loan creation, and update existing customer information, using conditional logic and Smart PDF Forms.
• B2B/event management – Service-oriented companies map registration submissions to custom objects and log survey feedback in Salesforce.
• Consultants – The uses here range from creating forms that can be embedded on a website to e-signature solutions to prefilling data using Salesforce info.

Nonprofit organizations automatically qualify for discounts. And for those who require company-wide access or a customized approach, Jotform offers Enterprise solutions; speak with someone today to learn more.

If you have additional questions about Salesforce, check out the following help guides:

• How to Add Jotform in Salesforce from AppExchange
• How to Embed a Salesforce Form
• How to Integrate Jotform with Salesforce
• How to Set Up the Salesforce Legacy Integration
• Mastering Salesforce with Jotform