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Jotform | Forms, surveys, agent, chatbot, e-sign, and workflow automation
Powerful form automation, masterfully integrated with Salesforce
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductHealthcare & Life SciencesProfessional Services
- Business Need
- Customer ServiceAgent ProductivitySurveys
- Requires
- None
- Compatible With
- Sales CloudService CloudHealth 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.
Highlights
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.
Provider Details
Jotform helps eliminate busywork with powerful online forms that streamline data collection, process payments, and automate workflows. With over 18 years of experience and 30 million users worldwide, Jotform empowers organizations to manage their operations with a complete lineup of no-code solutions. Build and share custom forms in minutes using the intuitive Form Builder. Manage responses with Jotform Tables and Inbox, collaborate in real time with Jotform Teams, and automate follow-up actions through Jotform Workflows. Collect e-signatures online with Jotform Sign, transform form data into professional documents with the PDF Editor, and create polished reports instantly using the Report Builder. Extend these capabilities with an AI-powered Salesforce Agent that automates CRM workflows by creating, updating, and tracking Salesforce records in real time. Trusted globally, Jotform was ranked No. 1 in G2’s 2025 Fall Report for Online Form Builders.
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Free users can enjoy up to 5 forms and 100 monthly submissions. Users with needs exceeding limitations on the free starter plan are encouraged to opt for a paid plan.
For even greater needs or company-wide access, Jotform offers Enterprise solutions. https://www.jotform.com/pricing/ for more details.
Bronze
$39 USD/user/month
Silver
$49 USD/user/month
Gold
$129 USD/user/month