Collect contact data with Salesforce for Jotform
Gather important contact data from your leads and send that data to Salesforce instantly with Jotform for Salesforce. Create and customize contact forms, integrate with your Salesforce account, and share with your users to start collecting data — automatically stored in your Salesforce account. Download Jotform for Salesforce now on AppExchange.
Free Salesforce Contact Form Templates
Browse Jotform's large collection of free form templates to find the right one for your contact form. Pick one you like, customize it to your liking, and then link it to your Salesforce objects seamlessly on AppExchange.
Salesforce
Integrate Jotform with Salesforce
Access Jotform by installing it on Salesforce AppExchange or use our handy Salesforce integration on any of your forms in Jotform Form Builder.
Customize
Customize your contact forms
Every company may need to collect slightly different customer contact data. Jotform contact forms give users the flexibility and design creativity to create a form from scratch or customize a ready-made template. Add or remove form fields, change fonts and colors, upload branding assets, and so much more with our drag-and-drop builder.
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Share & Embed
Share your form anywhere you like
You can share your contact form directly with customers via email or link, with a QR code, or by embedding it in your website. All submission data will be transferred to your Salesforce account automatically after you set up the integration.
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Prefill Forms
Prefill your forms with contact data
Once you collect contact data from your leads, they won’t have to re-enter it every time they need to fill out another form. Salesforce Dynamic Prefill lets you pre-populate form fields with the most up-to-date information from your Salesforce account. Automate your data collection process and simplify the form-filling experience for leads.
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Learn how to use Jotform for Salesforce
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What our users say about Jotform
I've been able to solve many of my client's challenges using Jotform because it has great functionality, an easy user interface, and security. As a virtual assistant working with clients across several industries on a variety of projects, I need a reliable and flexible solution for many scenarios including: vendor applications, patient care management reports, event registration sites, contact forms, prospecting and even compiling data for a book.
Allison Gibson,
Virtual Assistant
FAQ
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How important are contact forms for a customer relationship management (CRM) system?
Contact forms are a crucial component of your CRM because they assist in lead generation, customer communication, data collection, automation, and more. Contact forms are the primary means of capturing inquiries from potential customers and collecting their essential information, which can help you further personalize your interactions with customers. They also allow your customers to directly submit requests to your organization, whether that be for support or informational purposes. Overall, contact forms help bridge the gap between company and customer, creating a greater sense of trust, boosting engagement, and streamlining workflows.
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What information can be kept within a Contact object in Salesforce?
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What is the difference between a lead and contact in Salesforce?
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What is the role of contact forms in the web-to-lead process?
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What are the major Salesforce plug-ins to collect contact data?
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How can you start creating Salesforce contact forms in AppExchange?
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Is the data collected via Jotform secure?