How to Connect Jotform with Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install the Jotform app into your Salesforce org via AppExchange.

Quick summary

The Jotform Salesforce integration is installed directly through Salesforce AppExchange, letting you connect form submissions to your CRM in minutes. This step-by-step walkthrough covers everything from finding the listing to completing the package installation in your sandbox or production org.

Steps

Go to Salesforce AppExchange and search for Jotform.
Click the Try It Free button on the Jotform listing page.
Select Try in your sandbox to begin a sandbox installation.
Verify your account information and click Continue to Installation.
Click Log In & Install to authenticate with your Salesforce account.
Click Use Custom Domain to enter your Salesforce domain.
Enter your custom domain name and click Continue.
Choose the user scope for the installation and click Install.
Grant Third Party Access and click Continue to finalize.
Find the installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Integrating Jotform with Salesforce allows teams to automatically sync form responses directly into their CRM, eliminating manual data entry and reducing errors. Installing the Jotform app via Salesforce AppExchange takes only a few minutes and works with both sandbox and production environments. This integration is essential for sales and operations teams that rely on Salesforce to manage leads, contacts, and customer data collected through online forms. By connecting Jotform to Salesforce, organizations can accelerate lead capture workflows and keep their CRM records accurate and up to date.

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