Jotform and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Jotform and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Jotform and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Jotform and Salesforce, Albato is the way to go!

Albato simplifies the process of integrating Jotform with Salesforce, creating a seamless connection between the two platforms. Albato is a platform designed to facilitate easy integration and automation across various applications, without the need for complex technical knowledge. It utilizes an intuitive automation builder that allows users to establish workflows by setting triggers and actions. A trigger is an event that kicks off the automation, while an action is the response executed as a result. For example, a common Salesforce Jotform integration could be set up in Albato as follows: when a 'New Submission' occurs in Jotform (trigger), automatically 'Create a lead' in Salesforce (action). This ensures that every time someone fills out a Jotform form, their information is instantly captured as a lead in Salesforce, streamlining lead generation and follow-up processes. This example illustrates how Albato can simplify jotform to Salesforce integration, enhancing efficiency and data management.

SOC 2 Type 2

The safety of your data is our top priority!

Security
Processing integrity
Confidentiality
Privacy

Trusted by over 110,000 users

Albato is rated 4.6/ 5 stars on 320+ G2 reviews.

How Albato works

With Albato, you can easily integrate Salesforce with Jotform using an intuitive no-code builder. Whether you want to sync Salesforce with Jotform or connect Salesforce to Jotform, our platform makes it simple.

How to Connect Jotform to Salesforce

Create powerful Jotform integration with Salesforce in just a few simple steps.

STEP 1

Connect Jotform to Salesforce

To connect Salesforce to Jotform, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Jotform with Salesforce with just a few clicks!

Jotform

Select a Trigger

STEP 2

Create workflow for Salesforce and Jotform integration

Decide what happens when you sync Jotform with Salesforce—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Jotform with Salesforce data

Select which data to transfer when you integrate Salesforce with Jotform—customize how your apps exchange information.

Synс data

Integrate Jotform with Salesforce now!

Start FREE 7-day trial to connect Salesforce to Jotform and unlock all premium features!

Try this integration!7-Day free trial

Triggers and actions for Salesforce and Jotform integration

In Jotform and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 8

New Submission

Triggers

Try Jotform integrations!

Update record

Triggers

Try Salesforce integrations!

Delete record

Triggers

Try Salesforce integrations!

Actions 25

Add a Submission to the Form

Actions

Try Jotform integrations!

Create a record

Actions

Try Salesforce integrations!

Update a record

Actions

Try Salesforce integrations!

Make your integration smarter with AI

Enhance your Salesforce and Jotform integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with Jotform and Salesforce integration templates!

Connect Jotform to Salesforce to link essential parts of your business

When you connect Jotform to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate Jotform with Salesforce using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Salesforce integration with Jotform

Jotform

Unlock the full potential of Jotform through Albato by integrating it with over 600 popular applications. Jotform's flexible API allows you to connect and automate workflows between Jotform and essential tools like Microsoft Teams, Trello, QuickBooks Online, Excel, Salesforce, and MySQL. This integration empowers you to streamline data collection and management, ensuring that every new submission on Jotform triggers an automated response or action in connected applications. Whether it's updating a database, creating tasks, or generating invoices, integrating Jotform via Albato simplifies processes, enhancing productivity and efficiency.

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Jotform

Jotform

5 min. read

Automating Jotform workflows with Albato | No-code automation for your forms and surveys

Discover advanced ways to automate Jotform with Albato, enhancing your workflows with seamless no-code integrations.

Frequently asked questions about Jotform and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Jotform and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Jotform and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Jotform and Salesforce, Albato is the way to go!

Does Jotform integrate with Salesforce on the free plan?

Yes, you can integrate Jotform with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Jotform integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Jotform Salesforce integration at no cost.

How to connect Salesforce to Jotform for scheduled syncs?

To sync Salesforce with Jotform on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Jotform integration with Salesforce seamless and tailored to your specific needs.

Does Jotform integrate with Salesforce in real time?

Yes, Jotform integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Jotform integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Jotform and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Jotform, ensuring your workflows operate according to your requirements.

How to connect Jotform to Salesforce?

Setting up an integration between Jotform and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Jotform and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Jotform (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Jotform and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Jotform and Salesforce, automating your workflows and saving you time.

How to connect Jotform to Salesforce to sync historical data?

To sync Jotform with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Jotform, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Jotform for two-way synchronization?

To integrate Salesforce with Jotform for two-way synchronization, Albato uses a system of triggers and actions. You can link Jotform to Salesforce by setting up two separate automations. The first automation sent data from Jotform to Salesforce. For instance, when a record is created or updated in Jotform, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Jotform when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Jotform integration and keeps your data consistent across both platforms.

Build your integration for free!

Get started

Jotform and Salesforce integration

Trusted by over 110,000 users

How Albato works

How to Connect Jotform to Salesforce

Connect Jotform to Salesforce

Create workflow for Salesforce and Jotform integration

Sync Jotform with Salesforce data

Integrate Jotform with Salesforce now!

Triggers and actions for Salesforce and Jotform integration

New Submission

Update record

Delete record

Add a Submission to the Form

Create a record

Update a record

Make your integration smarter with AI

Start with Jotform and Salesforce integration templates!

Integrate Salesforce with Jotform to harness the power of automation!

Connect Jotform to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with Jotform

Jotform

Salesforce

Learn how to connect Salesforce to Jotform

Automating Jotform workflows with Albato | No-code automation for your forms and surveys

Jotform: How to get API key

Best iPaaS Alternative for Workato Integrations | Albato

CRM software solutions to boost your business in 2024

Top-Rated SaaS Platforms for Customer Communication in 2024

Albato Storage: Integrate HubSpot and Salesforce by ID entities

Albato: Customer Communication Made Easy

Salesforce Integrations: How to сonnect Salesforce & integrate with 800+ Apps

Frequently asked questions about Jotform and Salesforce Integration

Build your integration for free!