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Dominique_HicksAsked on September 11, 2025 at 6:06 PM
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Camila JotForm SupportReplied on September 11, 2025 at 6:27 PM
Hi Dominique,
Thanks for reaching out to Jotform Support. Yes, this is possible using Find Existing Record. Let me show you how to do it:
- In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
- Click on Integrations on the left side of the screen.
- Select the Salesforce Integration.
- Select Find existing record as action.
- Then, click on the Save button.
- Select an Object and match the fields under Find existing record.
- Under Create a record, click on the toggle button and match all the fields you want.
- Lastly, click on the Save button.
We've got a guide about How to Integrate Jotform With Salesforce that will help you do it.
Let us know if you have any other questions.
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