Jotform: The Ultimate Solution for Online Forms and Data Collection

Posted on March 28th, 2025 by Swati Krishna, Ekta Nigam

In today’s digital world, businesses and individuals require efficient ways to collect and manage data. Whether it’s gathering customer feedback, processing job applications, or handling event registrations, an intuitive and powerful form builder is essential. This is where Jotform stands out as a game-changer.

What is Jotform ?

Jotform is a cloud-based online form builder that allows users to create, customize, and share forms effortlessly. With its drag-and-drop interface, extensive template library, and seamless integrations, Jotform simplifies data collection for businesses, nonprofits, educators, and individuals alike. Moreover, Jotform integrates seamlessly with Salesforce, making it an excellent choice for businesses looking to automate their workflows and manage leads effectively.

Why Choose Jotform?

1. User-Friendly Interface

Jotform’s no-code, drag-and-drop interface makes it incredibly easy for users of all technical backgrounds to create forms. Whether you’re designing a basic contact form or a complex multi-step questionnaire, Jotform provides an intuitive experience.

2. Extensive Template Library

Jotform offers thousands of professionally designed templates, covering everything from surveys and feedback forms to appointment booking and payment collection. This saves time and ensures a professional look.

3. Seamless Salesforce Integration

Jotform integrates effortlessly with Salesforce, allowing businesses to automate data collection and push form submissions directly into their CRM. This eliminates manual data entry and ensures accurate lead and customer management. Users can create custom forms that sync responses to Salesforce objects such as Leads, Contacts, and Cases.

4. Advanced Customization

With Jotform, users can customize forms extensively using CSS, conditional logic, and widgets. You can create dynamic forms that adapt based on user responses, ensuring a more interactive and personalized experience.

5. Secure Data Collection

Security is a top priority for Jotform. It provides SSL encryption, GDPR compliance, and HIPAA-compliant options for sensitive data collection, making it a reliable choice for organizations that handle confidential information.

6. Mobile-Friendly and Offline Access

Jotform’s mobile-friendly design ensures that forms work seamlessly on all devices. The Jotform Mobile Forms app also allows users to collect data offline, which is perfect for field surveys and remote data collection.

How to Install Jotform from Salesforce AppExchange

Step 1: Create a Salesforce Account

If you don’t already have a Salesforce account, sign up at Salesforce.com and choose the appropriate edition that fits your business needs.

Step 2: Access Salesforce AppExchange

  • Log in to your Salesforce account.
  • Navigate to the AppExchange by clicking on the App Launcher (grid icon at the top-left corner) and selecting AppExchange.
  • In the search bar, type Jotform and select Jotform for Salesforce from the results.

Step 3: Install Jotform in Salesforce

  • Click the Get It Now button on the Jotform listing page.
  • Choose whether to install in a Production or Sandbox environment.
  • Agree to the terms and click Confirm and Install.
  • Select Install for Admins Only, Install for All Users, or Install for Specific Profiles based on your needs.
  • Click Install and approve any security warnings that appear.

Jotform Installation

Step 4: Connect Jotform with Salesforce

  • After installation, navigate to Setup in Salesforce.
  • Search for Jotform in the Quick Find box and open the Jotform Integration settings.
  • Click Connect to Jotform and log in to your Jotform account. Authorize the connection between Jotform and Salesforce.

Step 5: Configure Your Forms

  • In Jotform, create or select a form you want to integrate with Salesforce.
  • Go to Settings > Integrations > Salesforce in Jotform.
  • Map form fields to corresponding Salesforce objects like Leads, Contacts, or Cases.
  • Test the integration by submitting a form and verifying that data appears in Salesforce.

Configure Your Forms

Form Development in Jotform

  • New Customer Registration Form

    Customer Registration Form

  • Edit Form Functionality
    • Users can modify their submitted information.
    • The form retrieves previously entered data and allows editing.
    • Changes are saved upon submission and updated in the integrated systems.

    Form-Functionality

  • Conditional Logic for Show/Hide Fields
    • Certain form fields will appear or disappear based on user input.
    • Example:
    • If a user selects "Yes" for additional documents, a file upload section appears.
    • If "No" is selected, the file upload section remains hidden.

    Conditional Logic

  • Picklist Field with Conditional Logic
    • Picklist (dropdown) fields are used to guide users based on their selections.
    • Conditional logic is applied to dynamically display relevant fields.
    • Example:
    • If a user selects "Business" in a picklist, additional fields related to business details appear.
    • If "Individual" is selected, personal information fields are displayed instead.

    Picklist Field

  • File Upload Feature
    • Users can upload required documents directly within the form.
    • Allowed file formats: PDF, PNG, JPG, DOCX, etc.
    • File size restrictions applied for efficient handling.
    • Uploaded files are securely stored and linked to user records.

    Upload Feature

  • Progress Path for Form Completion
    • A visual indicator shows users the percentage of form completion.
    • This improves user engagement and ensures all required sections are filled.
    • Example:
    • A progress bar that updates dynamically as the user completes each section.
    • Percentage display indicating the completion level (e.g., "75% Completed").

    Form Completion

Payment Functionality

  • Secure payment processing is integrated within Jotform.
  • Users can make payments directly while filling out forms.
  • Supported payment gateways include:
    • PayPal
    • Stripe
    • Square
    • Authorize.Net
  • Payment data is securely transmitted and stored following PCI compliance standards.
  • Salesforce integration ensures that payment records are linked to the corresponding customer records.
  • Example use cases:
    • Subscription payments for services.
    • One-time product purchases.
    • Donations for nonprofit organizations.

    Payment Functionality

Use Cases of Jotform with Salesforce

1. Sales and Lead Management

  • Automatically capture leads from website forms into Salesforce.
  • Assign leads to sales reps based on predefined criteria.
  • Track form submissions and conversion rates within Salesforce.

2. Customer Support and Service

  • Create web-to-case forms for customer support inquiries.
  • Collect and organize customer feedback and surveys in Salesforce.
  • Automate follow-up processes using Salesforce workflows.

3. Nonprofits and Fundraising

  • Streamline volunteer signups and donor contributions.
  • Sync fundraising campaign data with Salesforce NPSP (Nonprofit Success Pack).
  • Track event registrations and participant data in Salesforce.

Integration with Salesforce

  • Connecting Jotform with Salesforce
    • Jotform is integrated with Salesforce using API connections.
    • Form submissions automatically create/update records in Salesforce.
    • The mapping is set up between form fields and Salesforce fields.
  • Data Flow Between Forms
    • Data entered in one form is passed to another for a seamless user experience.
    • Example:
      • User fills "Create Account Form" → Data is stored in Salesforce.
      • The user proceeds to another form where their details are pre-filled based on Salesforce records.

    This eliminates redundant data entry and enhances efficiency.

  • Visualforce Page for Displaying Jotform Submissions

    A Visualforce (VF) page is created to display submitted form data from Jotform in Salesforce.

    The VF page retrieves and shows form records dynamically.
    Features include:

    • Pagination for easy navigation through records.
    • Search functionality to filter submissions.
    • A detailed view for individual submissions.

    The VF page enhances accessibility and usability within Salesforce.

How Jotform Enhances Productivity in Salesforce

By automating data collection and integrating with Salesforce, , Jotform reduces manual work and enhances efficiency. Businesses can automate lead generation, improve customer service, and ensure real-time data synchronization between forms and their CRM system. With features like auto-populating Salesforce records, workflow automation, and custom reporting, Jotform is an invaluable tool for any Salesforce-driven organization.

Final Thoughts

Jotform is an all-in-one solution for anyone looking to streamline form creation, enhance data collection, and automate workflows. With its powerful Salesforce integration, businesses can significantly improve productivity, reduce errors, and optimize their data management processes. Whether you are a small business owner, a nonprofit organization, or a large enterprise, Jotform is the ultimate tool to revolutionize your data collection and CRM automation.

If you haven’t explored Jotform’s Salesforce integration yet, now is the time to experience its ease and efficiency. Follow the installation steps, integrate with Salesforce, and take your form-building to the next level!

For additional questions on Experience please reach out to support@astreait.com