Can JotForm for wordpress connect to Salesforce via api?

  • Devin
    Asked on July 1, 2024 at 3:08 PM

    Is there a version of JotForm that will allow us to connect to Salesforce via api and map form fields from Wordpress to a record in Salesforce?

  • Kyle JotForm Support
    Replied on July 1, 2024 at 4:16 PM

    Hi Devin,

    Thanks for reaching out to Jotform Support. You can integrate your form to Salesforce, allowing you to map form fields from WordPress to Salesforce records. You need to enable API access in Salesforce then integrate your form. Let me show you how to integrate your form:

    1. In the Form Builder, select Settings.
    2. Select the Integrations tab.
    3. Search for Salesforce and click on it.Can JotForm for wordpress connect to Salesforce via api? Image 1 Screenshot 70
    4. Click the Authenticate button to connect your Salesforce account. If you've already linked your Salesforce account, choose it from the selection.Can JotForm for wordpress connect to Salesforce via api? Image 2 Screenshot 81
    5. After you've connected your account, select one of the following actions: create or update a record, or find a record.
    6. Choose an object from the list. The integration supports all Salesforce objects, both standard and custom. 
    7. Map your form fields to data fields from the Salesforce object you've chosen. Can JotForm for wordpress connect to Salesforce via api? Image 3 Screenshot 92
    8. If an existing record is identified, you can also update it. Check the box and choose your form fields as the criteria for updating a record. Learn more about duplicate checking at these links: Standard Contact and Lead Matching Rules and Standard Account Matching Rules
    9. Once completed, select the Save Action button to save this sort of action.Can JotForm for wordpress connect to Salesforce via api? Image 4 Screenshot 103
    10. Click the Save Integration button. Can JotForm for wordpress connect to Salesforce via api? Image 5 Screenshot 114
    11. When you click the Finish button, you are done. Every time you submit a form, Salesforce will receive the data.Can JotForm for wordpress connect to Salesforce via api? Image 6 Screenshot 125

    Once integrated, you can map form fields from your WordPress form to corresponding Salesforce fields. Make sure that the field names match between Jotform and Salesforce for accurate data transfer.

    Let us know if there’s anything else we can do for you.

 
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