# Jotform for Salesforce | Salesforce Forms Trusted by over 35 million users # Powerful Forms for Salesforce Automate your sales process with Jotform. Quickly build lead forms that instantly sync with your Salesforce account, helping you save time and close more deals. [**Get the App** — _It’s Free!_](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL) ![Image 1: Salesforce Youtube Thumbnail](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy95dC10aHVtYi5wbmc=/yt-thumb.png?w=640&t=1) ![Image 2: Form Templates](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/build-img.png) ![Image 3: Registration Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/1.png)![Image 4: Lead Generation Form Template](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/2.png)![Image 5: Contact Form Template](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/3.png)![Image 6: Contact Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/4.png)![Image 7: Registration Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/1.png) ## Automatically integrate your form data with your Salesforce database ### **Build** the perfect form in 2 minutes Get a head start with ready-made **Salesforce Form templates**. Easily customize professional forms in just a few clicks! ### **Send data** to Salesforce **Salesforce Forms** are already connected to your Salesforce CRM, so your form data automatically goes to your Salesforce database. ## Automatically integrate your form data with your Salesforce database ## Build the perfect form in 2 minutes Get a head start with ready-made **Salesforce Form templates**. Easily customize professional forms in just a few clicks! ![Image 8: Build the perfect form in 2 minutes](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9idWlsZC1tb2JpbGUucG5n/build-mobile.png?w=40&t=1) ![Image 9: Registration Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/1.png)![Image 10: Lead Generation Form Template](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/2.png)![Image 11: Contact Form Template](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/3.png)![Image 12: Contact Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/4.png)![Image 13: Registration Form Template 2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/1.png)![Image 14: Lead Generation Form Template](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/templates/2.png) Invite your Salesforce contacts to fill out prefilled forms for a quicker and easier form-filling experience. ## Send data to Salesforce **Salesforce Forms** are already connected to your Salesforce CRM, so your form data automatically goes to your Salesforce database. ![Image 15: Send data to Salesforce](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9kYXRhLWltZy5wbmc=/data-img.png?w=40&t=1) [**New** 🔥 **AI Chatbot for Salesforce** ![Image 16: Jotform & Salesforce Logos](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/agent/logos.svg) ![Image 17: AI Chatbot for Salesforce](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9hZ2VudC9pbWFnZS5wbmc=/image.png?w=677&t=1)](https://www.jotform.com/ai/salesforce-agent/?jtm_medium=referral&jtm_source=salesforce_forms&jtm_content=salesforce_forms_banner&jtm_campaign=banner_cta) ## Build the form you need in minutes Create your ideal form **from scratch** or customize a free template with our **form builder**. Send via **email**, share by copying and pasting a **link**, or **embed** the form in your website so users can fill it out anytime. [**Get the App** — _It’s Free!_](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL) ![Image 18: Build the form you need in minutes](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9lYXN5LnBuZz92PTEuMQ==/easy.png?w=40&t=1) ## Dynamically prefill your forms with real-time data Streamline data management with **Salesforce Dynamic Prefill**. Effortlessly pre-populate forms with the latest Salesforce information and provide a **personalized experience** with forms tailored to each respondent. Automatically **sync data in real time** to eliminate manual entry and reduce errors. [**Get the App** — _It’s Free!_](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL) ## Keep your data in Salesforce Sync your data and manage it all within Salesforce to maintain consistency across your CRM. Simplify your workflow by **keeping everything in one place** and maintain **full control over your data**. [**Get the App** — _It’s Free!_](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL) ![Image 19: Keep your data in Salesforce](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9kYXRhLnBuZz92PTEuMQ==/data.png?w=40&t=1) ## Use full-suite of products without leaving Salesforce Form Builder Sign PDF Editor Workflow Tables ### Create Salesforce Forms Create **pre-integrated Salesforce Forms** to collect information about leads. Submissions sync automatically so your Salesforce data is always up to date. ![Image 20: Create Salesforce Forms](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9zbGlkZXIvMS5wbmc=/1.png?w=40&t=1) ### Electronic signatures for sales teams Collect e-signatures on contracts or invoices from any device. Efficiently **manage signed documents** and **review audit trails** directly from your Salesforce account. ![Image 21: Electronic signatures for sales teams](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9zbGlkZXIvMi5wbmc=/2.png?w=40&t=1) ### Generate Salesforce documents Effortlessly **create PDF documents** based on submission data and easily share them with a single click. ![Image 22: Generate Salesforce documents](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9zbGlkZXIvMy5wbmc=/3.png?w=40&t=1) ### Turn forms into workflows Streamline each step in your process with **automated workflows**. Assign forms, automate emails, request e-signatures, and more. ![Image 23: Turn forms into workflows](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9zbGlkZXIvNC5wbmc=/4.png?w=40&t=1) ### Manage data with Jotform Tables Easily **track, manage, and filter** submission data. Invite teammates to collaborate in real time. ![Image 24: Manage data with Jotform Tables](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi9iZW5lZml0cy9zbGlkZXIvNS5wbmc=/5.png?w=40&t=1) ## 240+ Integrations & Payment Gateways ![Image 25: Integration Logo1](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/logo-1.svg) ![Image 26: Integration Logo2](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/logo-2.svg) ![Image 27: Integration Logo3](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/logo-3.svg) ## Your data is safe and secure Ensure all your data is synchronized and managed within Salesforce, maintaining consistency across your CRM. Simplify your workflow and keep everything in one place, giving you full control over your data. ![Image 28: Your data is safe and secure](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min/benefits/security.svg?v=1.1) ## Jotform for Salesforce is available on AppExchange! [**Get the App** — _It’s Free!_](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL)[Watch the Webinar](https://www.jotform.com/salesforce-forms/webinar/) ## FAQ * ### What is Jotform for Salesforce? Jotform for Salesforce is a powerful online form builder and workflow automation tool that’s available on the Salesforce AppExchange. Jotform for Salesforce can benefit any organization that needs a powerful data-collection tool, no matter its industry or size. * ### How can you benefit from using Jotform within your Salesforce account? When you use Jotform within your Salesforce account, all data collected through your forms automatically populates the associated object in Salesforce. Benefits include, but aren’t limited to, seamless data capture, enhanced lead generation, improved data quality, and an integrated user experience. Additionally, by using Jotform for Salesforce you’ll gain access to a wide variety of useful features and tools, including ways to build no-code apps and PDFs, collect e-signatures and file uploads, generate reports, and automate your workflows. * ### How can I integrate Salesforce with my form? To integrate Salesforce with your form, start by installing Jotform on the Salesforce AppExchange. After installing the app, open it by clicking on the App Launcher icon and searching for “Jotform.” Once you’ve launched the app, click **Create Salesforce Form**, select an object to create a form for, select the object fields you’d like to add to your form, and then click **Create Form**. Your form will now be ready to collect data and automatically send it to the linked fields in your Salesforce account. If you’d like to access Salesforce via Jotform, you can add the legacy Salesforce integration to a form in the Form Builder. To do this, open the Jotform Form Builder and select the form you’d like to connect with Salesforce. Click **Settings**, then go to the **Integrations** tab and search for “Salesforce.” Click the **Authenticate** button to link your Salesforce account. If you’ve already linked your Salesforce account, feel free to select it from the dropdown menu. After connecting your account, choose either **Create or update a record** or **Find a record**. Pick an object from the list and map your form fields to the data fields from your chosen Salesforce object. Once you’re finished, click the **Save** button and you’re done! Your form data will now be sent to Salesforce every time a submission is received. * ### Can I get notified when an error happens in my Salesforce integration? Yes! Integration logs can help you identify and resolve any integration issues — reducing downtime and data discrepancies. Combined with error notifications, integration logs enable you to take immediate action when an error occurs instead of manually checking the logs yourself. * ### Is Jotform for Salesforce free? Yes, Jotform for Salesforce is free. Users on Jotform’s free Starter plan can enjoy up to 5 forms, 100 monthly submissions, and 100 MB of storage. If you need more forms, submissions, or storage, consider upgrading your account to one of our paid plans. For company-wide access, inquire about our Enterprise plan. * ### How can you access Jotform on Salesforce AppExchange? To access Jotform on the Salesforce AppExchange, simply search for “Jotform” in the AppExchange search bar. Click **Get It Now** and follow the instructions to set it up. * ### How do I set up Jotform for Salesforce? To set up Jotform for Salesforce, start by installing Jotform in the AppExchange (as explained above). Click **Get It Now**, and follow the setup instructions. After you install the app, you can decide whether to install it for **Admins Only**, for **All Users**, or for **Specific Profiles**. You can then open the Jotform app by clicking the App Launcher icon and searching for Jotform. Log into your Jotform account or create one for free, then follow the final instructions to finish setting up the app. You should now be able to access Jotform on Salesforce AppExchange for all your form creation needs. * ### Under which clouds is Jotform served in AppExchange? Jotform works on Salesforce’s Sales Cloud — a fully customizable CRM platform that consolidates customer information. Use it to automate administrative tasks, manage leads and client information, close deals, and gain crucial insights into your business. * ### Can I dynamically prefill forms with data from Salesforce? Yes! When you add Salesforce Dynamic Prefill to your forms, you can dynamically prefill them with data from Salesforce — meaning the data that automatically pre-populates your forms will always be the most up-to-date information in your Salesforce account. To connect your forms with Salesforce, go to the Publish tab of the Jotform Form Builder. Select **Prefill** from the menu on the left and then **Salesforce Prefill**. Complete the integration setup to add Dynamic Prefill to your forms. * ### Does the new Salesforce Dynamic Prefill work with custom objects? Yes. With the new Salesforce Dynamic Prefill, you can prefill your forms dynamically from any Salesforce object, including custom objects. You can also prefill your form from multiple objects by connecting multiple prefill sources. * ### I have many contacts under my Salesforce account. Is it possible to automate prefill link generation? Yes, it is. All you need to do is copy the live prefill link under your prefill settings and paste your lookup field's unique identifier at the end of the URL. You can then use this link in your email templates or custom buttons inside Salesforce, and customize it with merge fields. When combined with Salesforce's automation tools, Jotform's Salesforce Prefill feature allows you to distribute personalized emails at scale, enabling efficient form distribution with minimal effort. * ### How can I create individual prefill links for my selected contacts? To create individual prefill links for your selected Salesforce contacts, go to the **Publish** tab of the Jotform Form Builder. Select **Prefill** from the menu on the left and then **Salesforce Prefill**. Configure your prefill settings, then open the **Personalized Links** tab. Click the **Create New Links** button and select the records for which you want to create specific form links. * ### How can I send form file attachments to Salesforce? With our improved Salesforce integration, you can now send file uploads and form submission PDFs to Salesforce. This option automatically attaches the selected files to the relevant object’s record. To send file attachments to Salesforce, in the Form Builder, click **Settings**, then go to the **Integrations** tab and search for “Salesforce.” Click the **Authenticate** button to link your Salesforce account. After connecting your account, select **Create or update a record**. Pick an object from the list, and map the necessary fields. At the bottom of the page, open the **Attachments** toggle and select the files you want to attach to your record. Once you’re finished, click the **Save** button. While the form data automatically goes to Salesforce with every new submission, selected files will be sent as attachments to the newly created record and can be reached from the **Notes & Attachments** section. View More