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Jotform | Forms, surveys, agent, chatbot, e-sign, and workflow automation

Powerful form automation, masterfully integrated with Salesforce

Overview

Power your Salesforce data collection and lead capture with our no-code form builder, featuring dynamic prefill, e-signatures, custom PDF documents, and more — enhanced with AI agents that automatically create, update, and track records in real time.

See How Jotform | Forms, surveys, agent, chatbot, e-sign, and workflow automation Works

Build Forms in No Time No coding knowledge required. Simply drag and drop to create your form from scratch or choose from 10,000+ ready-made templates.
Connect Seamlessly with Salesforce Dynamically pre-populate forms with the latest Salesforce data. Your forms automatically sync with Salesforce, keeping your account up to date every time you receive a new submission.
Keep Your Data Secure Data security is a top priority at Jotform. Your data is protected with a 256-bit SSL connection, PCI certification, CCPA compliance, and GDPR compliance — as well as optional HIPAA features and form encryption.
Streamline Document Management Send e-signed documents, uploaded files, and submission PDFs from Jotform directly to Salesforce. Automatically attach files to relevant Salesforce records and manage everything from one centralized location.
Omnichannel AI Conversations Manage conversations across chat, web, and phone with consistent, human-like responses. The agent detects and triggers the right Salesforce actions in real time, with detailed integration logs visible in each conversation.
Lead, Appointment & Ticket Management The Jotform Salesforce Agent uses predefined skills to capture and update leads and opportunities, schedule appointments, and create or resolve support tickets — all in real time on standard or custom Salesforce.

Save time and eliminate busywork with Jotform. Create dynamic forms right from your Salesforce dashboard with Jotform’s intuitive Form Builder. Collect lead information and automatically sync it to Salesforce — no manual entry needed. Instantly share personalized forms prefilled with real-time Salesforce data. Automatically send files, e-signatures, and PDFs from Jotform to Salesforce records for easy management in one place. Detailed transfer logs, error alerts, and diagnostic tools ensure smooth, reliable data flow. Designed for teams using Salesforce as their main CRM, the Jotform Salesforce Agent boosts efficiency through intelligent automation. It connects directly to Service, Experience, and Health Clouds, enabling real-time record creation, updates, and lookups during chat, web, or phone interactions. With predefined skills for lead management, case handling, order tracking, appointment scheduling, and HR support, it helps teams deliver 24/7 assistance and maintain accurate Salesforce data — no manual effort required. With 30+ million users worldwide, Jotform is a trusted global brand that serves all types of industries and organizations.