Send responses submitted on Jotform to Salesforce

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■Overview

This is a flow bot that automatically integrates information submitted via Jotform into Salesforce's lead object.

It can be used when you want to register user information submitted from an inquiry form as a lead.

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■Notes

・Feel free to change the settings of Jotform and Salesforce as needed.

・Integration settings with Yoom are required for both Salesforce and Jotform.

・Available with Yoom's Team Plan or higher.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce

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Jotform

In Yoom, it is possible to integrate with Jotform's API without code and automate various tasks. For example, information submitted from Jotform can be easily linked to other SaaS like spreadsheets and Slack.

Related apps

Jotform