![]() You can use our robust form editor to create the. We hope we can continue our everlasting relationship. Salesforce CRM users can use our integration to easily insert object records into your Salesforce account. We hope you guys will have a better solution because we're very disappointed with the integration after spending over 1k on the API to connect JotForm and Salesforce. Integrate and migrate data to and from JotForm with any other application or data source including Oracle, SharePoint, Acumatica, and Microsoft Dynamics 365. First/Last Name field is not custom and is already in Salesforce so we're confused as to why it only gives us an option of Full Name. ![]() I've also attached a print screen of the mapping page to show you that within Salesforce, the names are divided by First/Last Name but only the option of Full Name is available. Is there a way to connect each form with the individual campaigns in Salesforce so it's better organized? 2 minutes That’s it More time to work on other things. 15 seconds Step 4: Select the data you want to send from one app to the other. 15 seconds Step 3: Choose a resulting action from the other app. 30 seconds Step 2: Pick one of the apps as a trigger, which will kick off your automation. ![]() Check out the screencast below to see the result: You can also check out this guide on how to integrate a form with Google Drive. Step 1: Authenticate Jotform and Sensible. Click the Complete Integration to finish the action. Set the Folder Name and the sub-folder title for the submissions. Search for Google Drive and click it when you see it. Now that I'm trying to connect, we're realizing that.Ī) All the entries from the form received does NOT connect to each campaign but simply goes into a "Leads" pool into Salesforceī) When mapping, we only have the option of Full Name for Salesforce (but our forms are separated by First and Last Name) Click on Integrations from the left tab menu. We've been using your application for quite some time now and we love it! The only thing was that we didn't have an integration and from seeing the overview, we had the idea that we'd be able to connect each form per campaign (we have different forms for different campaigns) in Salesforce so we purchased the API to connect the two.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |