Salesforce Agent for Marketing
Help marketing teams capture leads, track campaign engagement, and sync interactions directly into Salesforce. With real-time automation, marketers can focus on their creative strategy while routine data tasks are handled automatically.
How Salesforce Agent works
Connect to Salesforce
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Convert campaign leads into qualified sales opportunities without manual data entry.
Engage prospects and collect leads directly from event or campaign pages that sync instantly to Salesforce.
Regardless of which cloud you use, Jotform Salesforce Agent ensures data flows seamlessly across every customer journey.
Boost campaign performance with an AI-powered Salesforce Agent for marketing
Lead capture from campaigns
Collect and qualify leads directly from forms, chats, and events. The agent syncs leads into Salesforce instantly, allowing sales to act quickly. This ensures marketing ROI translates into real pipeline growth.
Campaign engagement tracking
Automatically log inquiries, clicks, and campaign responses as they happen. The agent eliminates manual reporting by keeping Salesforce up to date in real-time. Marketing teams gain visibility and can adjust their strategies more quickly.
Marketing-sales alignment
Sync marketing data seamlessly with Salesforce Sales Cloud. Sales reps see campaign history before every interaction, making follow-ups more personalized. This improves collaboration and accelerates deal closure.
