Collect contact data with Salesforce for Jotform

Contact forms are a crucial component of your CRM because they assist in lead generation, customer communication, data collection, automation, and more. Contact forms are the primary means of capturing inquiries from potential customers and collecting their essential information, which can help you further personalize your interactions with customers. They also allow your customers to directly submit requests to your organization, whether that be for support or informational purposes. Overall, contact forms help bridge the gap between company and customer, creating a greater sense of trust, boosting engagement, and streamlining workflows.

In Salesforce, the Contact object is housed under the Account object. A Contact represents an individual customer or lead, while an Account represents the company the customer or lead works for.

The Contact object holds a set of identifying information about the customer, including fields like account name, phone number, email, mailing address, description, title, and more. This helps Salesforce users keep information about their customers organized.

A Salesforce Lead refers to any company or individual that’s considering joining your organization as a customer but hasn’t yet entered the sales discussion. A Contact in Salesforce is a company or individual that has completed a sales discussion, qualified for sales opportunities, and been converted from a Lead to Contact.

This difference in category indicates how a customer should be treated within Salesforce. Leads should receive marketing, but only qualified Leads should get aggressive marketing as they’re guided through the sales process. Contacts will no longer receive aggressive marketing, but they should receive a high level of attention for all of their support needs.

In the web-to-lead process, contact forms capture information about your website visitors and send that information straight to your Salesforce account, where it can be turned into potential leads.

The major Salesforce plug-ins to collect contact data are

• Jotform
• FormAssembly
• Formstack
• 123FormBuilder
• Ardira

To create your own Salesforce contact forms, start by installing Jotform from the Salesforce AppExchange. Click Get It Now, and follow the setup instructions. You can then launch Jotform by searching for it in the App Launcher. Log into your Jotform account or create a new one, then follow the instructions to finish setting up the app.

Now that Jotform is installed in your Salesforce account, you can start building your own custom contact forms. After launching Jotform, select Create Salesforce Form, choose an object, select the object fields, and click Create Form.

Design your contact form to your liking. Use Jotform’s drag-and-drop builder to add or remove form fields, change fonts and colors, upload branding assets, and much more.

Finally, share your form with your audience. Each time you collect information through this contact form, the data will automatically populate the corresponding fields in your Salesforce account.

Yes, data collected via Jotform is safe and secure. Regardless of your plan — be it free or paid — all of your forms will be protected by an industry standard 256-bit SSL connection. Jotform also provides CCPA, GDPR, and FERPA compliance, along with PCI certification. Additionally, Jotform offers encrypted forms, CAPTCHA, spam protection, and more to add an extra layer of security to your Salesforce contact forms.