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Guide: How to Submit Contacts to Salesforce with a Form

by | Dec 12, 2023 | How To

Salesforce’s CRM software allows businesses to manage contact information, but manually entering data from contact forms can be time-consuming. Jotform for Salesforce offers a solution by automating the process of collecting and saving contact information in Salesforce. By using Jotform’s Salesforce templates or creating a form from scratch, businesses can easily map form fields to Salesforce objects and automate contact collection.

Table of Contents

Key Takeaways:

  • Automating contact collection in Salesforce streamlines the process and saves time.
  • Jotform for Salesforce offers pre-made templates and customizable forms.
  • Data from submitted forms is automatically transferred to the Salesforce database.
  • Jotform Tables provides a backup option for tracking contact submissions.
  • Implementing strong validation rules and form guidance enhances data quality in Salesforce.

Benefits of Automating Contact Collection in Salesforce

Automating contact collection in Salesforce offers several benefits. It enables you to have unified access to contact information and increases collaboration between your sales and marketing teams. By integrating Jotform with Salesforce, you can create custom contact forms or use pre-made templates, ensuring that all contact information is automatically saved in the Salesforce database. This automation improves efficiency, reduces manual data entry errors, and streamlines lead generation and management processes.

When you automate contact collection, you save time that would otherwise be spent manually entering data from contact forms. This allows your team to focus on more important tasks, such as nurturing leads and closing deals. By eliminating the need for manual data entry, you also reduce the risk of human errors, ensuring that your contact information is accurate and up-to-date.

In addition, automating contact collection in Salesforce provides a seamless integration between your forms and CRM software. This means that all the contact information you collect through your forms is automatically synced with Salesforce, providing you with a centralized and organized database of leads and contacts. With easy access to this information, you can effectively track and manage your sales pipeline, making informed decisions and driving business growth.

Benefits of Automating Contact Collection in Salesforce
Unified access to contact information
Increased collaboration between sales and marketing teams
Efficiency and reduced manual data entry errors
Streamlined lead generation and management processes
Time savings and improved productivity
Accurate and up-to-date contact information
Seamless integration between forms and Salesforce
Centralized and organized database of leads and contacts
Enhanced tracking and management of sales pipeline

Automating contact collection in Salesforce with Jotform or other integration options enables you to streamline your lead generation and management processes, improve data accuracy, and drive business growth.

Creating a Contact Form in Salesforce with Jotform

Creating a contact form in Salesforce with Jotform is a simple and efficient process. Whether you want to use one of Jotform’s 150 Salesforce templates or create a customized form from scratch, the platform provides you with the tools to capture important contact information seamlessly.

With the drag-and-drop Form Builder, you can easily design a visually appealing form that matches your branding. You can add various form fields such as name, email, phone number, and more, based on the information you need to collect. Jotform’s intuitive interface makes it easy to customize the form to meet your specific requirements.

One of the key advantages of using Jotform for Salesforce is the ability to map form fields to Salesforce objects. This ensures that the data collected through the form is accurately stored in the Salesforce database. By mapping fields, you can automatically populate contact records in Salesforce with the information submitted through the form, saving you time and eliminating the need for manual data entry.

Table: Jotform Salesforce Form Template

Form Field Salesforce Object
Name Contact
Email Contact
Phone Number Contact
Company Contact

By utilizing Jotform’s integration with Salesforce, you can seamlessly collect contact information and initiate sales or marketing activities based on the submitted form data. Whether you’re looking to generate leads, capture customer inquiries, or gather feedback, Jotform’s Salesforce integration simplifies the process and ensures that all data is accurately recorded in your Salesforce CRM.

With Jotform’s user-friendly interface and Salesforce’s robust CRM capabilities, creating a contact form and seamlessly integrating it with Salesforce has never been easier.

Automating Data Entry with Jotform for Salesforce

salesforce-lead-submission

Automating data entry is a game-changer for businesses looking to streamline their contact collection process in Salesforce. With Jotform for Salesforce, you can seamlessly transfer contact information from submitted forms directly into your Salesforce database, eliminating the need for manual data entry.

By integrating Jotform for Salesforce, you can capture leads effortlessly. When a form is filled out, the contact record is automatically created or updated in Salesforce, ensuring that all contact information is captured accurately. This automation not only saves time but also reduces errors, ensuring that your data is always up to date.

With Jotform for Salesforce, you can easily capture leads, track their progress, and initiate follow-ups effectively. The automation provided by Jotform allows your sales and marketing teams to focus on nurturing leads rather than spending valuable time on manual data entry.

Benefits of Automating Data Entry with Jotform for Salesforce
1. Time-saving: Automating data entry eliminates the need for manual input, saving valuable time for your team.
2. Error reduction: Manual data entry is prone to errors, but with Jotform for Salesforce, you can ensure accurate data capture.
3. Efficient lead management: By automating data entry, you can easily capture leads and track their progress within Salesforce.

Getting started with Jotform for Salesforce

  1. Create a Jotform account if you don’t have one already.
  2. Connect your Jotform account to Salesforce.
  3. Choose or create a form in Jotform.
  4. Map the form fields to Salesforce objects.
  5. Enable the integration and start capturing leads effortlessly.

Automating data entry with Jotform for Salesforce revolutionizes the way you capture and manage leads. Say goodbye to manual data entry and hello to efficient lead management with Jotform for Salesforce.

Tracking Contact Submissions with Jotform Tables

salesforce contact form

Jotform Tables offers businesses a convenient way to track contact submissions. With this feature, you can easily keep a record of all the contact information collected through your Salesforce forms. Jotform Tables provides a backup option for storing and organizing your data, ensuring easy access and management.

By using Jotform Tables, you can create a customized table to track the progress and status of each contact submission. This visual representation allows you to view and analyze your contact data in a structured manner. You can easily add new columns, filter and sort data, and perform other functions to enhance your data management process.

Furthermore, Jotform for Salesforce provides seamless integration, allowing you to view all your contact submissions directly in the Salesforce platform. This eliminates the need to switch between multiple systems and ensures that your contact information is centralized and easily accessible to your team.

Contact Name Email Phone Number Submission Date
John Smith johnsmith@example.com 123-456-7890 2022-01-01
Jane Doe jdoe@example.com 987-654-3210 2022-01-02

Benefits of Tracking Contact Submissions with Jotform Tables

Tracking contact submissions with Jotform Tables offers several benefits for businesses:

  • Efficient Data Management: With a structured table format, you can easily organize and track your contact submissions, ensuring that no information goes unnoticed.
  • Improved Analysis: Jotform Tables allows you to filter, sort, and analyze your contact data, helping you gain valuable insights and make informed decisions.
  • Collaboration: By having all contact submissions in one centralized location, your team can collaborate effectively and stay updated on the latest contact information.
  • Data Integrity: Jotform Tables provides a backup option, ensuring that your contact submissions are securely stored in case of any system issues or data loss.

By leveraging Jotform Tables, businesses can streamline their contact submission tracking process, enhance data management, and make the most of their Salesforce forms.

Enhancing Data Quality with Salesforce Forms

salesforce form integration

Implementing strong data validation rules and form guidance is crucial for enhancing data quality in Salesforce Forms. By ensuring that the data collected through forms is accurate and properly formatted, businesses can maintain a high level of data quality within their Salesforce CRM.

Validation Rules for Data Accuracy

One way to enhance data quality is by implementing validation rules in Salesforce Forms. These rules can be set up to verify that the data entered meets specific criteria, such as correct email formatting or required fields. By validating the data at the point of entry, businesses can prevent the submission of incomplete or inaccurate information. This helps to ensure that the data stored in Salesforce is reliable and can be used effectively for sales, marketing, and customer service activities.

Form Guidance for Accurate Formatting

Another way to enhance data quality is by providing form guidance to users, ensuring that the data entered follows a consistent format. For example, businesses can include instructions or examples within the form fields to guide users in filling out the required information correctly. By providing clear guidance, businesses can minimize the occurrence of formatting errors and inconsistencies in the collected data. This improves the overall accuracy and usability of the data within Salesforce CRM.

Post-Submission Automation for Data Cleanup

Post-submission automation, such as Salesforce Flow, can further enhance data quality by automatically cleaning up any formatting issues in the submitted data. For example, if a phone number is entered in an inconsistent format across different submissions, Salesforce Flow can be configured to standardize the formatting to a specific pattern. This ensures that the data remains consistent and easily searchable within Salesforce. By leveraging automation tools for data cleanup, businesses can maintain a high level of data quality even in the face of varying data entry formats.

Data Quality Enhancement Strategies Benefits
Implementing validation rules – Ensures data accuracy
– Prevents submission of incomplete or inaccurate data
Providing form guidance – Promotes accurate formatting
– Minimizes formatting errors and inconsistencies
Utilizing post-submission automation – Cleans up formatting issues
– Ensures consistent and searchable data

Enhancing data quality in Salesforce Forms is crucial for businesses to make informed decisions and provide excellent customer experiences. By implementing validation rules, providing form guidance, and leveraging post-submission automation, businesses can ensure that the data collected through forms is accurate, properly formatted, and reliable. This enables businesses to effectively utilize Salesforce CRM for various sales, marketing, and customer service activities.

Types of Salesforce Forms and App Options

When it comes to integrating forms with Salesforce, there are several options available to businesses. Let’s explore the three primary types of Salesforce Forms and some popular app options.

Salesforce Web-to-Lead Forms

Salesforce Web-to-Lead Forms are a native feature of Salesforce that allows businesses to capture contact information directly from their website and automatically add it to the Salesforce database. These forms are created within Salesforce itself and provide a basic form creation option. They are free for all Salesforce customers and offer a simple way to start collecting contact information.

Integrated Marketing Automation Platforms

For businesses looking for more advanced functionality, integrated marketing automation platforms like Pardot or HubSpot offer Salesforce Forms with additional features. These platforms provide robust tools for lead generation, nurturing, and tracking, allowing businesses to capture and manage contact information more effectively.

Salesforce Form Apps

For even more flexibility and advanced features, businesses can explore Salesforce form apps like FormAssembly or Formstack. These third-party apps specialize in creating and managing forms that integrate seamlessly with Salesforce. They offer a wide range of customization options, advanced form features, and automation capabilities to enhance the contact submission process.

In summary, businesses have multiple options when it comes to integrating forms with Salesforce. Whether it’s using the native Salesforce Web-to-Lead Forms, leveraging integrated marketing automation platforms, or exploring third-party Salesforce form apps, businesses can choose the solution that best fits their needs and optimizes their contact submission process.

Form Option Key Features
Salesforce Web-to-Lead Forms Basic form creation within Salesforce, free for Salesforce customers
Integrated Marketing Automation Platforms Advanced lead generation, nurturing, and tracking features
Salesforce Form Apps Customizable forms, advanced features, and automation capabilities

Creating a Salesforce Web-to-Lead Form

Creating a Salesforce Web-to-Lead Form is a simple process that allows you to capture contact information directly from your website and automatically add it to your Salesforce database. With this form, you can easily collect leads and streamline your sales process. Here’s how you can create a Salesforce Web-to-Lead Form:

Step 1: Access the Web-to-Lead Page

In Salesforce Lightning Experience, navigate to the Setup menu and find the Web-to-Lead page. This is where you can configure and customize your form.

Step 2: Select Fields for Your Form

On the Web-to-Lead page, you can choose the fields that you want to include in your form. These fields will capture the necessary contact information from your website visitors. Select the relevant fields such as name, email address, phone number, and any other details you require.

Step 3: Specify a Return URL

After selecting the fields, you need to specify a return URL. This is the webpage where your website visitors will be redirected after submitting the form. You can choose a thank-you page or any other relevant page on your website.

Step 4: Generate the Form Code

Once you have configured the form fields and return URL, you can generate the HTML code for your form. This code needs to be added to the webpage where you want the form to appear. Simply copy the generated code and insert it into the appropriate section of your website.

That’s it! Your Salesforce Web-to-Lead Form is now ready to capture contact information from your website visitors. It’s a cost-effective and efficient way to collect leads and automate your sales process. Start using this form today to streamline your contact submission process and drive business growth.

Conclusion

Automating contact collection and data entry in Salesforce with forms offers numerous benefits for your business. By integrating Jotform or other Salesforce form options, you can streamline the process of capturing and organizing contact information. This automation saves you time and reduces errors, allowing you to focus on more important tasks.

With automated data entry, you no longer have to manually enter contact details into Salesforce. This not only saves you time but also ensures that all contact information is accurately captured. By using features like Jotform Tables, you have a backup option for tracking contact submissions, providing additional peace of mind.

Implementing Salesforce Forms and following best practices for data management will enhance the quality of your data. By setting up validation rules and form guidance, you can ensure that the information you collect is accurate and properly formatted. This will help maintain a high level of data quality within your Salesforce CRM, enabling you to make informed decisions and optimize your sales and marketing efforts.

Streamline your contact collection and maximize the potential of your Salesforce CRM with automated form submission. By leveraging the power of Jotform or other Salesforce form options, you can save time, reduce errors, and improve data quality. Take control of your contact management process and unlock the full potential of Salesforce.

FAQ

How does Jotform for Salesforce automate contact collection?

Jotform for Salesforce automates contact collection by seamlessly transferring contact information from submitted forms directly into the Salesforce database, eliminating the need for manual data entry.

What are the benefits of automating contact collection in Salesforce?

Automating contact collection in Salesforce allows for unified access to contact information, increased collaboration between sales and marketing teams, improved efficiency, reduced manual data entry errors, and streamlined lead generation and management processes.

How can I create a contact form in Salesforce with Jotform?

You can create a contact form in Salesforce with Jotform by choosing from Jotform’s 150 Salesforce templates or using the drag-and-drop Form Builder to create a customized form within Salesforce. Form fields can be easily mapped to Salesforce objects, ensuring accurate storage of collected data in the Salesforce database.

How does Jotform for Salesforce automate data entry?

Jotform for Salesforce automates data entry by seamlessly transferring contact information from submitted forms directly into the Salesforce database, creating or updating contact records without the need for manual data entry.

How does Jotform Tables provide backup options for tracking contact submissions?

Jotform Tables automatically records contact submissions and allows businesses to customize the table to track the progress and status of contact submissions, providing an additional layer of data management and tracking for businesses.

How can Salesforce Forms enhance data quality?

Salesforce Forms provide a simple interface for data entry and updates, implementing strong validation rules and form guidance to ensure accurate and correctly formatted data. Post-submission automation, such as Salesforce Flow, can further improve data quality by cleaning up any formatting issues in the submitted data.

What are the types of Salesforce Forms and app options available?

The primary types of Salesforce Forms include Salesforce Web-to-Lead Forms, integrated marketing automation platforms (such as Pardot or HubSpot), and Salesforce form apps (such as FormAssembly or Formstack) that offer advanced form features.

How can I create a Salesforce Web-to-Lead Form?

In Salesforce Lightning Experience, you can access the Web-to-Lead page in the Setup menu, select the fields to include in the form, specify a return URL, and generate the code for the form. The generated code can then be added directly to your website to start capturing contact information.