JotForm Salesforce Integration: 6 Easy Steps to Automate Your Workflow”

JotForm

JotForm  is a San Francisco–based company for building online forms. It was  founded in 2006. JotForm is provide a web/app-based online web form building tool that helps users to create forms online very easily without writing a line of code. Also It is a great way to collect useful data for different industries.

For example, A health professional can use this to collect patients information, An e-commerce company use the same form builder to set up a web form for order or payment system, build web form to generate leads, manage job applications and register for events etc.

Features Of JotForm

You can increase the functionalities of your online form by using JotForm’s features. You can use most of the features by clicking on More .Here we are listed some of features from JotForm as below :

Jotform Inbox

Jotform Inbox gives users to a functionality that control how they view or sort their form submissions. In Inbox, We can see form submission responses, Archive, Trash and Filter as shown above image.

Publish

This helps to publish/share your form on multiple platforms. This provides a link that is publicly available and also put on your website. Using This you can make your form publicly available.

Responsive and mobile friendly

Now, All the Jotform forms are mobile responsive by default. They no further configuration is required. With this feature your form can also open in mobile and this is very useful to users. Also users get instant notification whenever a new response is submitted throw mobile app.

Conditional Logic

With conditional logic you can put various conditions while form creations. For example, show or hide form fields, send emails to certain users, create field dependency for another field (field availability depend on another field) etc. It can also determine whether a follow-up question should be asked. A drop down question can appear if a respondent gives a particular answer.

Report Builder & Export data

Report Builder used to convert your form responses into reports. There is several options in report type Excel report, HTMl table listing, CSV report etc as shown above image.

You can download your form’s submission data in Excel, CSV or PDF file formats.

Form Designer (Custom CSS)

Form Designer feature allows you to use colours, style, theme and different types of layouts. Also you can custom CSS codes into your form to customise it according to your need.

Field validation

It put validations on each field and display error messages if a user forgets to fill out a specific form field or inputs incorrect values.

Autoresponder emails

You can send autoresponder emails and receive instant notifications as soon as someone completes your form.

Webhooks

Webhooks are used to send HTTP post notifications when triggers or events happens. Using webhooks you can instantly send form submission notifications to a specific URL.

Card forms

Here, we have different types of card form templates that is  present the questions one at a time or ask one question per page. Also you can add an animated background into your Card form by selecting one of our themes or uploading your own. this is enhance form interaction with users. It is make your forms more conversational and boost conversion rates.

How Does JotForm Work?

We all clearly know that JotForm was built for simplicity that create form simply or easily. Although it is performs complex tasks, it does that with simplicity. By using JotForm online form builder, a user should know about the drag and drop feature. With this you drag a element and drop that where you want to place it in form. The creation of forms is as simple as choosing what you would want your form to look like and then you dragging a block of element and placing it where you want to place on a template.

Templates makes it easy to understand that what you would like your form to look like and you can still get inspired by the templates to create form designs. With thousands of free templates, a user has a guide to design a form for any use. These templates are well organised by category so it is easy to find what you are looking for. Even when you find something close to what you want but doesn’t suit your exact needs then you can alter it to a customised structure.

How to Create Web Form

Key Benefits Of Using JotForm

Well, All types of businesses and organizations have needs for public web forms. They could be a registration form for a school, a marketing form for a new product or an order forms for online shopping and many more. These form building tool/software helps users to design web forms in a very time and easy way according to their business requirement/needs.

There are several reason to use Jatform for form building as below :

Build form quickly

You can create an online form very quickly by using drag and drop elements or pre-build templates without doing any coding. Simply to use drag and drop elements, you get more flexibility to make your form.

Customise brand or Logo

While creation of form you can represent your business in your forms by adding your company branding, such as logos, fonts, and colour palettes etc.

10,000+ free form templates

It is provide users to pre-build form templates, to use them you can create web form easily within you can collect responses online from customers.

300+ widgets

It is provide various type of widgets. you can add these powerful features like video players, social media icons and geolocation maps etc into your form for better user experience.

150+ integrations

It is provide integrations service to connect different-different platform. This connect popular applications like Salesforce, PayPal, Google, Zoom, Zoho and many more.

CAPTCHA

It is provide CAPTCHA to protect your forms from spammers and spambots which is programmed to attack website.

Spam protection

Spam protection allow only one submission per IP or computer, Also it is disable your form after a specific time period or number of submissions.

Encryption

JotForm use encryption in your forms to ensure that your submission data is transfer and store securely.

Password Security

To applying password security onto form to prevent unwanted form submissions. Only users who know your password will e able to submit their response.

Provide Social login

JotForm provides users to social login or sign up by sing your google and facebook account.

JotForm Pricing

JotForm pricing is divided into 4 plans. These are Starter, Bronze, Silver and Gold. Except Starter plan, all the others are paid plans that are billed annually. Some of the features of these pricing plans include:

Starter

 It is a free plan that gives users a 5 Form limit, 100 submissions a month and 100MB space.

Bronze

It is $24 per month with a 25 Form limit, 1000 submissions and 10GB storage.

Silver

This plan offers $29 per month, 100 forms, 10,000 submissions, 100GM space and unlimited form views, reports, and HIPPA compliance.

Gold 

For this plan $79 per month, a user gets unlimited forms 1TB of storage space, unlimited access to all features as well as HIPPA compliance.

Conclusion

JotForm has established itself as a powerful and user-friendly online form building tool since its inception in 2006. Its drag-and-drop interface, coupled with a vast array of templates and integrations, makes it an attractive option for businesses and individuals alike who need to create professional web forms without coding knowledge.

Whether you’re a small business owner, a marketing professional, or part of a large organization, JotForm provides the tools to streamline data collection, improve customer interactions, and enhance overall efficiency in form-based processes.

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