How can I filter for high-potential opportunities only?

DryMerge allows you to define criteria for high-potential opportunities, such as specific form answers or data points. Just specify what criteria should trigger the creation of opportunities, and DryMerge will handle the filtering.

Can I route these opportunities to specific sales pipelines?

Yes, you can route opportunities to particular sales pipelines. Describe the necessary configurations, and DryMerge will adjust the automation accordingly.

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

Sales teams utilize this automation to ensure that data collected via forms are converted into actionable sales opportunities, allowing for efficient tracking and follow-up.

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Jotform + Salesforce

Generate Salesforce Opportunities from Jotform Submissions

Convert new submissions in Jotform into sales opportunities in Salesforce. This automation ensures that potential sales leads captured through forms are tracked as opportunities, allowing sales teams to follow up and convert them effectively. It's an excellent tool for sales teams seeking to streamline their lead management process.

New Form Submission

Triggers when a new form submission is received.

Create Sales Opportunity

Generates a new sales opportunity in Salesforce.

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

or pick a common variation below

Update Salesforce Custom Objects from Jotform Submissions

Jotform + Salesforce

Update Salesforce Contacts with Jotform Submissions

Jotform + Salesforce

Send Salesforce Notifications for New Jotform Submissions

Jotform + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Salesforce opportunities from Jotform submissions"

Generate Salesforce opportunities from Jotform submissions

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.