Jotform Salesforce Integration Create CRM Records From Form Submissions
💡 Quick Answer
Jotform's Salesforce integration automatically creates or updates CRM records — Leads, Contacts, Cases, Opportunities — when someone submits your form. Map form fields to Salesforce fields and new submissions flow straight into your CRM with no manual data entry.
Jotform and Salesforce Integration
The Jotform–Salesforce integration eliminates manual CRM data entry. Common workflows:
- Lead capture forms → creates Salesforce Leads automatically
- Contact forms → creates Contacts and associates with Accounts
- Support forms → creates Cases in Salesforce Service Cloud
- Quote request forms → creates Opportunities
How to Connect Jotform to Salesforce
- Open your form in Form Builder
- Go to Settings → Integrations → Salesforce
- Authenticate with your Salesforce credentials (OAuth)
- Select the Salesforce object type to create (Lead, Contact, Case, etc.)
- Map each Jotform field to the corresponding Salesforce field
- Configure duplicate handling (create new or update existing)
- Save and test with a form submission
Supported Salesforce Objects
- Leads
- Contacts
- Accounts
- Cases
- Opportunities
- Custom objects (via Zapier or API)
Frequently Asked Questions
Does Jotform integrate with Salesforce?
Yes. Jotform has a native Salesforce integration that creates or updates Salesforce records (Leads, Contacts, Accounts, Cases, custom objects) automatically when a form is submitted. The integration is configured in Form Builder under Settings → Integrations → Salesforce.
Which Salesforce objects can Jotform create?
Jotform's native Salesforce integration supports creating Leads, Contacts, Accounts, Cases, and Opportunities. For custom Salesforce objects, you can use Jotform's API or Zapier to route submission data to any custom object in your org.