Integração form <-> salesforce

  • Victoria Vaz
    Perguntado em 19 de fevereiro de 2025 às 14:32

    Olá! Tudo bem?
    Espero que sim.

    Queremos contratar o Jotform para colocar um formulário de contato no nosso site, justamente para que as respostas sejam enviadas para o Salesforce.

    Mas tenho 2 dúvidas:

    1. O Jotform integra somente com o SF CRM, ou integra com o SF Marketing Cloud também?
    2. Seria possível que as respostas do form sejam encaminhadas tanto para o Salesforce, quanto para o nosso email?

    Desde já, agradeço as orientações!

  • Eiron_O Jotform Support
    Respondido em 19 de fevereiro de 2025 às 23:48

    Hi Victorira,

    Thanks for reaching out to Jotform support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, unfortunately, we don't have an integration with Salesforce Marketing Cloud. As for your second question, yes, you can send the submissions to your Salesforce CRM using the Salesforce integration. You can follow this guide on How to Integrate Jotform With Salesforce.

    Also, you can easily Set Up a Notification Email, so that you'll get an email after someone fills out your form. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

    2. In the menu on the left side of the page, click on Emails.

    3. Now, click on Add Email

    Integração form < > salesforce Image 1 Screenshot 40

    4. In the list that comes up, select Notification Email.

    Integração form < > salesforce Image 2 Screenshot 51

    5. In the center of the next window, click on the Recipients tab.

    6. Now, just enter your email address into the Recipient Email field, and click on Save. That's it, you're done.

    Integração form < > salesforce Image 3 Screenshot 62Give it a try and reach out again if you need any help.

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