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Jotform | Forms, surveys, agent, chatbot, e-sign, and workflow automation
Powerful form automation, masterfully integrated with Salesforce
Freemium
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.


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Showing 10 of 136 Reviews
Jotform has become a beautiful product!
Over the course of the past couple years I've seen the Jotform product mature into a really wonderful solution for Salesforce integration. I was originally really disappointed with the product but they seem to have addressed some of the functionality. I've learned how to best use the fields but the only comment I would make at all negative is that the text, instructions, labels on some of the Salesforce integration pages are very misleading and really should be replaced. I had to search extensively to figure out what they really meant.
Super praktisch
Für uns ist es super, dass Jotform mit Salesforce zusammenarbeitet und der Datenaustausch funktioniert.
Hi Pascal, Thanks for your feedback. We're glad to hear that the Salesforce integration is working well for you. We appreciate you sharing this. If you have any questions, feel free to reach out to us through our Contact Us page: https://www.jotform.com/contact/. We're always here to help.
User-friendly and Professional
I’ve been using Jotform for about five years now, and I find it user-friendly and it really gives our work that professional polish. Whenever I need something a bit more custom, I reach out to the help desk, and while they’re helpful, I’d love to see more in-depth video lessons or courses to help me really master the platform. Most recently, I’ve been tackling the Salesforce integration. It’s definitely been a "trial and error" process, especially when objects don’t quite match up, but I’m learning as I go! In those tricky moments, I do find myself wishing for a real person to talk to instead of an AI chat. I probably am not using the right terminology to describe what I need, therefore I could not get an answer. Overall, though, I’m really happy with Jotform, it’s been a great tool for us.
Hi Sheryl, Thanks for your thoughtful review and for your continued support over the years. We're thrilled to hear that you find our platform user-friendly and that your experience has been great. We appreciate your feedback about wanting more in-depth learning resources. If you haven't checked it out yet, you can enroll in Jotform Academy for free to access comprehensive courses about every aspect of our products: https://www.jotform.com/academy/. We also have plenty of helpful resources, including guides: https://www.jotform.com/help/ and video tutorials on our YouTube channel: https://www.youtube.com/@Jotform to help you get the most out of our platform. If you have any questions or need help, feel free to create a Help Center thread through our Contact Us page: https://www.jotform.com/contact/. If our Support AI Agent does not fully address your question, simply reply in the same ticket and request a human support agent, who will take over and assist you further. Our support team is available 24/7 and always ready to help.
Very easy to set up and implement
The platform is very easy to use, very low learning curve. The only reason I am not giving 5 stars is I would love to see more features/customizations. Additionally, an ability to create a "flow" to initiate a form to be sent for digital signatures from Salesforce using JotForms.
Hi Aaron, Thanks for sharing your experience. We're happy to know that you find our platform easy to use. We also appreciate your suggestions and would love to hear more about your ideas so we can better understand your needs. If you can, feel free to share more details through our Contact Us page: https://www.jotform.com/contact/. We're here to help.
Great tool for capturing data from external parties into Salesforce
If you need external users to fill out forms and have that data to go into your Salesforce custom objects, then Jotform and it's integration with Salesforce provides a simple and effectively way to achieve this.
Hi Kevin, Thanks for your awesome feedback and for sharing how our platform fits into your workflow. It's great to hear that the integration makes it easy to capture data and send it straight to Salesforce. If you have any questions, feel free to reach out through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.
Great for data collection.
Our nonprofit is in the process of digitizing our data collection processes in rural Uganda. It's an immense process, and leveraging Jotform has made the project possible!
Hi Preston, Thanks for your wonderful review. We're glad to hear that our platform is making it easier for you to digitize your data collection process. Your feedback means a lot. If you have any questions, feel free to reach out through our Contact Us page: https://www.jotform.com/contact/. We're here to help.
Excellent - Easy to Use Forms that work
We were using a legacy form builder that was clunky and hard to use. 2005 kept emailing us asking for their former builder back. We were made aware of Jot Forms and loved it from day one. Easy to use, simple and pleasing UI and it just works as expected. I highly recommend Jot Forms.
Hi Jason, Thanks for your thoughtful feedback and for sharing how smooth your experience has been. We appreciate it. If you have any questions or suggestions, feel free to create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll be happy to help.
Love Jotform!
Can't recommend Jotform highly enough for speeding up business processes and for the ease of creating forms and integration with Salesforce. We are a small business and after discovering Jotform recently, we now collect attendee data from fairs and events through our online form, which drop seamlessly into our Salesforce as individual Leads and removes the manual data entry we previously had to do. We've also created another Jotform as a registration of interest form on our website; again it was very straightforward to design and to embed onto our Wordpress site. The other real benefit to creating the forms and doing the field mapping to Saleforce is that no technical background or IT experience is needed - thereby saving on costs where we may have outsourced this type of work previously. We also like that we can take the paid service on months where we expect to have high submissions, but during quieter months we can switch back to the free version.
Hi Nicky, Thanks for your thoughtful review and recommendation. We're thrilled to hear that our platform is helping you save time, streamline data collection, and easily integrate with Salesforce. We appreciate you sharing your experience. If you have any questions or suggestions, feel free to reach out through our Contact Us page: https://www.jotform.com/contact/. We're here to help.
Great integration - easy to use
The integration Jotform - Salesforce works very well. Setup is quite easy - even without deep technical knowledge. The Jotform Platform offers easy to use possibility to create forms with state of the art design-possibilities and a growing number of ai-features.
Hi Gerald, Thanks for your nice review. It's great to hear our Salesforce integration works seamlessly for you. We appreciate your positive comments. If you have any questions or suggestions, you can create a Help Center thread from our Contact Us page: https://www.jotform.com/contact. We'll be happy to help
To the point!
Easy to use, super quick and the set up takes NO time. they have many tutorials explaining all what you need.
Hi Bridgette, Thanks for sharing your experience. We're glad to hear the setup was easy, and the tutorials were helpful. If you have any questions, let us know by creating a thread in our Help Center through our Contact Us page: https://www.jotform.com/contact/. We'll be happy to help.
Hi Shelley, Thanks for your thoughtful feedback and for sharing your experience. We're glad to hear our platform has become a better fit for your integration needs over time. We'd love to learn more about the specific text, instructions, or labels that you found unclear on the integration pages. If you could share those details with us, we can escalate them to the relevant team for review and consider any improvements that may help make the setup process clearer for everyone. If you have any questions or additional feedback, feel free to create a Help Center thread from the Contact Us page: https://www.jotform.com/contact. We'll be happy to help and make sure your suggestions reach the relevant team.