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

By Jotform Inc.

Powerful form automation, masterfully integrated with Salesforce

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Healthcare & Life Sciences
Professional Services
Business Need
Customer Service
Agent Productivity
Surveys
Requires
None
Compatible With
Sales Cloud
Service Cloud
Health Cloud

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.

  • How to Create a Lead Generation Form in Salesforce

  • How Nonprofits Can Use Jotform for Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Jotform/ver 1.7.0 1.7.0
Listed On
08/28/2023
Latest Release
03/10/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Lightning App Builder
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/07/2024

Additional Details

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.

Need help?

Jotform Inc.

San Francisco, CA

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