Jotform for Salesforce

Highlights

• QR Code Lead Capture Share a QR code at events, in the field, or on print materials to capture leads and form responses directly in Salesforce. Turn booths, walk-ins, mailers, and events into structured CRM data without manual entry
• Dynamic Prefill Automatically prefill forms with Salesforce data to reduce manual entry, personalize every experience, and keep records accurate. Use CRM values to tailor forms for leads, contacts, customers and partners, helping teams capture data fast.
• Offline Data Collection Collect form responses offline on mobile, then sync data to Salesforce when your team reconnects. Give field, event, and frontline teams a way to gather leads, inspections, registrations, and customer details without a connection.
• No-Code Salesforce Form Builder Build branded forms, surveys, registrations, service requests, and feedback flows with drag-and-drop tools. Choose from 20,000+ templates, then connect every submission to the Salesforce records and objects.
• Salesforce Integration & Real-Time Sync Automatically create or update leads, contacts, accounts, cases, opportunities, and custom-object records when a form is submitted. Reduce duplicate entry and keep CRM current across sales, service, and operations.
• E-Signatures, PDFs & File Attachments Collect e-signatures, generate custom PDF documents, and attach submissions and uploaded files to the right Salesforce records. Give teams one place to manage agreements, approvals, documents and related information.
• Lead Capture, Events & Appointments Turn websites, campaigns, events, booths and service touchpoints into Salesforce lead capture. Qualify prospects, route submissions, schedule appointments, and trigger follow-up so teams can act while interest is high.
• Salesforce Workflow Automation Route submissions, assign owners, notify teams, trigger approvals, and create follow-up actions from each form response. Combine no-code forms with Jotform AI Agents to automate work and move every request to the next step.
• Secure, Compliant Data Collection Protect sensitive form data with 256-bit SSL, encryption, and compliance support for PCI, GDPR, CCPA, SOC 2, HIPAA, FERPA and GovRAMP. Collect confidently while giving Salesforce teams controls and visibility they need.