How can I filter for responses that need follow-ups?

DryMerge allows you to filter responses based on predefined criteria. Define what requires a follow-up for you, and DryMerge will ensure those responses create tasks.

Can follow-up tasks be assigned to specific team members?

Yes, follow-up tasks can be assigned to particular team members. Specify your assignment needs, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales and customer service teams use this automation to guarantee that customer responses are followed up on promptly and systematically, improving customer relationships and engagement.

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Jotform + Salesforce

Create Follow-Up Tasks in Salesforce from Jotform Responses

Automatically generate follow-up tasks in Salesforce from new Jotform responses. This ensures that each response is given proper attention and followed up on, enhancing customer engagement and ensuring no opportunity is missed. It's ideal for sales and customer service teams who need to manage responses efficiently.

New Form Submission

Triggers when a new response is submitted on Jotform.

Create Follow-Up Task

Generates a follow-up task in Salesforce from the response.

See more Jotform to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Salesforce from Jotform responses"

Create follow-up tasks in Salesforce from Jotform responses

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jotform + Salesforce.

Assign Jotform Form

Assigns a Jotform form to a specified user

Create Jotform Submission

Creates a new submission for a specified Jotform form

Assign Prefilled Jotform Form

Assigns a prefilled Jotform form to a specified user

New Jotform Submission

Triggers when a new form submission is received in Jotform

New Jotform Signed Document

Triggers when a new document is signed in Jotform

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

App details

Jotform

Jotform is an online form builder for creating custom forms without writing code. Create online forms and surveys, collect submissions, and sync data with other tools.