How to send data to Salesforce?

  • RANDERSONPCI
    Asked on June 19, 2024 at 12:38 PM
    I also need to know how I can send the information gathered through JOTFORM to Sales Force?
  • Filip JotForm Support
    Replied on June 19, 2024 at 12:51 PM

    Hi Robert,

    It's easy to send data to Salesforce by integrating it with Jotform. Let me show you how to do it:

    1. Open your form in Form Builder and click on Settings in the orange navigation bar.
    2. In the menu on the left side of the screen click on Integrations.
    3. In the search tab type Salesforce and click on the icon.
    4. Click on Authenticate to connect the accounts.

    How to send data to Salesforce? Image 1 Screenshot 20

    That's it. Let us know if you have any other questions.

 
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