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Zapier makes it easy to integrate Jotform with Salesforce - no code necessary. See how you can get setup in minutes.
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Jotform
Jotform
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Jotform
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Jotform and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Jotform and Salesforce with AI agents and code
Beyond Zap workflows. Call Jotform and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Jotform and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Form
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Jotform and Salesforce
Sync Jotform submissions to Salesforce.
Streamline data entry by syncing new Jotform form submissions directly into Salesforce. When a customer submits a form in Jotform, Zapier will automatically create a record in Salesforce to ensure customer details are logged without manual work. This reduces errors and saves significant admin time.
Update Salesforce records with Jotform submissions.
Ensure all data stays accurate across systems. When a new Jotform submission is received, Zapier updates the matching Salesforce record. This keeps both platforms aligned and reduces the need for manual input, lowering the risk of mismatched or outdated data.
Automatically track lead data collected via forms. When a new Jotform submission is received, Zapier logs it as a lead in Salesforce. This ensures your team can follow up with fresh inquiries while minimizing manual data entry and delays.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Jotform to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Jotform + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Salesforce
How does Jotform integrate with Salesforce?
Our integration allows you to automatically send form submissions from Jotform to Salesforce. You can map form fields to Salesforce fields, ensuring the data collected through Jotform is transferred seamlessly into Salesforce without manual entry.
What triggers are available in the Jotform and Salesforce integration?
The main trigger in our integration is a new form submission. When a user submits a form through Jotform, it triggers actions within your Salesforce account, such as creating a new lead or updating an existing contact.
Can I create custom objects in Salesforce using Jotform responses?
Yes, by using our integration, you can map your Jotform responses to create custom objects in Salesforce. This allows for flexible data management tailored to your business processes.
Are there any limitations on the types of fields that can be mapped between Jotform and Salesforce?
While most field types are compatible and can be directly mapped between Jotform and Salesforce, some complex or custom field types may require additional configuration or use of middleware solutions.
How can I update existing records in Salesforce with data from Jotform?
With our integration, you can set actions to update existing records in Salesforce. For instance, when a response is submitted via Jotform that matches specific criteria (like an email address), it could automatically update corresponding contact information within your CRM.
Is it possible to trigger automated workflows in Salesforce as a result of new submissions from Jotform?
Certainly! Our integration supports triggering automated workflows in Salesforce whenever a new submission is received. These workflows can include sending follow-up emails or assigning tasks based on the submission details.
Does the integration support real-time data transfer between Jotform and Salesforce?
Yes, we provide near real-time data transfer capabilities ensuring that once a form is submitted on Jotform, the information is promptly reflected within your connected Salesforce account.
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
