Salesforce and Jotform integration + automation
Salesforce and Jotform integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Jotform connectors, which can connect to any service without the need for separate integration tools.
Salesforce and Jotform Connector Details
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Jotform
Learn moreUsesMarketing, All
CategorySurveys and Forms
Triggers
List webhooksOn webhookList forms DDL
Connector TypeTray Connector
Operations
View documentationList form questionsRaw HTTP request (advanced)Create formCreate new questions for formDelete formDelete form questionDelete submissionGet formGet submissionList form submissionsList formsList subusers
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
