Ability to send dynamic widget data to Salesforce Lead on button click

  • gaurav_gaurav429
    Asked on August 8, 2025 at 8:43 AM

    Hi,

    This is to inform you that we are using the widgets in Jotform in Integration with salesforce, we have added one custom button in widget, is there any option available that on every new click of a button we'll store this dynamic data directly to Lead from Jotform.

    PFA

    Jotform Thread 29861011 Screenshot
  • Lara JotForm Support
    Replied on August 8, 2025 at 9:01 AM

    Hi Gaurav,

    Thanks for reaching out to us for help. Currently, Jotform's Salesforce integration allows you to create or update records based on form submissions by mapping form fields to Salesforce objects such as leads. However, there is no direct built-in option to capture dynamic data from a custom button inside a widget on every click and send that data immediately to Salesforce.

    Unfortunately, capturing each click event dynamically and sending it to Salesforce in real time would require custom development beyond the standard Jotform-Salesforce integration capabilities, such as using Salesforce APIs or custom middleware to handle the widget's dynamic data on every button click.

    Let us know if there’s anything else we can help you with.

  • Abhishek Singh
    Replied on August 11, 2025 at 9:48 AM

    Thanks for the response Lara.

    I just want to confirm one more concern related to salesforce & Jotform Integration, currently we have multiple registrants in our form and for every registrants we need to create individual fields in salesforce; so in case if we want to create more registrants in form then subsequently we need to create fields in salesforce as well which is very long & In-effective approach because in salesforce we have a limitation for custom fields.

    Do we have the capability in Jotform to send information of let say 10 registrants from a table into a single "Rich text" field in salesforce and next time if we add multiple registrants it can store and send it to salesforce without creation of new field.

    And also if we can send information from Jotform and it'll store information in single record and remaining records will store in related lists in salesforce as a parent-child relationship.

    If we can schedule a meeting to discuss this in detail that will be great.

    Looking forward to hearing from you.
  • Shaira JotForm Support
    Replied on August 11, 2025 at 10:04 AM

    Hi Abhishek,

    I’ve gone ahead and moved your other question to a separate thread to keep things tidy, and someone from our Support Team will help you out with it here.

    Feel free to reach out again if you have any questions or if we can help you in any other way. 

Your Reply