Healthcare and customer service teams, get ready to expand your capabilities. We’re excited to announce that Jotform for Salesforce is available for Health Cloud and Service Cloud. You can now connect powerful, HIPAA-friendly forms to patient records, care coordination, case management, and service operations.
Since Jotform launched on the Salesforce AppExchange in 2023, many healthcare providers, service organizations, and enterprises have used it to streamline their Salesforce workflows. Now, we’re making it even easier for Health Cloud and Service Cloud users to automate their data collection and improve patient and customer experiences.
What’s new?
Jotform for Salesforce now integrates seamlessly with
- Health Cloud: perfect for healthcare organizations managing patient intake forms, scheduling appointments, gathering consent forms, and coordinating care workflows
- Service Cloud: ideal for service teams handling case management, customer support requests, feedback surveys, and service ticket creation
Why this matters
Health Cloud and Service Cloud users can now enjoy the same powerful benefits that Sales Cloud users do.
Automated data integration: Forms automatically sync with your Salesforce objects and fields, eliminating manual data entry.
Enhanced workflows: Leverage Jotform’s industry-leading automations, including conditional logic, payment processing, e-signatures, and PDF generation, directly in your Salesforce environment.
HIPAA compliance: Healthcare organizations can create secure forms that enable HIPAA compliance and integrate seamlessly with Health Cloud.
Improved customer service: Service teams can capture and route customer requests faster, reducing response times and improving satisfaction.
No platform switching: Build and manage forms entirely within your Salesforce interface.
Built to scale with your needs
Whether you’re a healthcare provider managing thousands of patient records, a service organization handling customer cases, or an enterprise with complex workflows, Jotform for Salesforce scales to meet your needs.
The integration supports custom objects, prefilled forms, automated approvals, and over 40 payment gateways — all while maintaining the security standards you expect from both Jotform and Salesforce.
Get started today
Jotform for Salesforce is available on the Salesforce AppExchange.
If you’re already using Jotform with Sales Cloud, you can start using it with Health Cloud and Service Cloud right away. New users can try it free and experience how seamless data collection transforms your Salesforce workflows.
For additional help, check out our Jotform for Salesforce user guides or contact our support team. Interested in collecting data for Salesforce beyond forms? Try our new Salesforce Agent to effortlessly get information sent to your Salesforce account.
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