Automate your Salesforce Intake process with Jotform

Seamlessly collect lead information and configure customer Intakes in your Salesforce database with comprehensive intake forms from Jotform. Start from scratch or use one of our ready-made templates to build a custom intake form to gather important intake data and auto-generate Intakes in Salesforce.

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Explore Intake Form Templates

With Jotform's robust form template gallery, you can find the perfect intake form for your needs.

Wellness Intake Form

A wellness intake form is an online form that is used to collect basic information about clients' health and wellbeing. Jotform makes it easy to connect with your clients.

Personal Tax Client Intake Form

An online tax client intake form is an application form for individuals to give their personal information to tax advisors in order to prepare their personal income tax return.

Accounting Client Intake Form

An accounting client intake form is a questionnaire used by accountants or bookkeepers to collect information about a client's business.

Estate Planning Intake Form

An estate planning intake form is a questionnaire that attorneys use to receive basic information about clients. Collect information you need easily!

Covid 19 Antigen Intake Form

A COVID-19 Antigen Intake Form is used by medical professionals to register patients for the COVID-19 Antigen vaccine. No coding!

Immigration Intake Form

An immigration intake form is a questionnaire used by immigration lawyers to collect the necessary information for their clients. No coding!

Bookkeeping Client Intake Form

A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time.

Microdermabrasion Client Intake Form

Get prepared to fulfill your understanding of your clients' needs before a microdermabrasion practice with this Microdermabrasion Client Intake Form because all these can be achieved without coding!

Coronavirus Suspected Patient Intake Form

Patients with suspected COVID-19 symptoms can report them online through this free intake form. Easy to customize. HIPAA compliance option. No coding required.

Fitness Client Intake Form

Fitness Client Intake Form provides you with your customers' contact details, health history, lifestyle details, availability status, training goals and acknowledgement to terms and conditions.

Daily Food Intake Form

Daily Food Intake Form will be easier to keep track of how much food you eat per day! Moreover, it does not require code.

Spa Client Intake Form

Avoid the hassle for your patient by using this Spa Client Intake Form wherein they can fill up before the scheduled therapy session. This form is easy-to-use and can be accessed to any device.

Salesforce

Easily integrate Jotform with Salesforce

Jotform is now part of the Salesforce AppExchange! You can use the integration on the AppExchange platform or in Jotform’s form builder. In just a few minutes, seamlessly transfer data between Jotform and Salesforce for better, faster, more efficient lead generation and sales.

Easily integrate Jotform with Salesforce

Share or Embed

Share and embed your forms in seconds

You can share your forms via link, email, QR code, or on your social media accounts in seconds. Additionally, you can embed forms in your website in just a few quick clicks to begin collecting lead data immediately. The best part? No coding required.

Prefill Forms

Prefill forms with your Salesforce data

With Salesforce Dynamic Prefill, you can retrieve the latest client data from your Salesforce account and dynamically pre-populate forms for a more seamless user experience. No more toggling between platforms to pull important client information.

Easily integrate Jotform with Salesforce

Learn how to use Jotform for Salesforce

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What our users say about Jotform

“Jotform is the cornerstone of my lead generation and e-signature needs. It’s the easiest yet most powerful tool for creating questionnaires that make a difference in my daily occupations in just a few minutes. Jotform is also fully customizable, so it delivers what I need it to. I’m delighted about the many updates throughout the years. Thank you to the team who supports us to succeed!”

Alexandre Bérubé, Managerial

Economist at Le Docteur des Profits

FAQ

  • What is an Intake in Salesforce?

    A Salesforce Intake is a collection of data about leads and their entire customer journey, including contact, program engagement, assessment, and case objects. You can use the Intake feature to gather information about potential clients and determine the best course of action to serve them.

    Intakes track leads all the way from initial inquiry to enrollment in a Salesforce program. You can even track Intakes past this point to monitor their status over time.

  • How do I create an Intake in Salesforce?

  • What are the different stages of the Salesforce Intake process?

  • Why is the Intake Checklist important?

  • Which information do you need most in a Salesforce Intake?

  • Which industries need Salesforce Intake forms the most?

  • How do I create an intake form using Salesforce?