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.
Explore Intake Form Templates
With Jotform's robust form template gallery, you can find the perfect intake form for your needs.
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.
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.
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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
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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.
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How do I create an Intake in Salesforce?
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What are the different stages of the Salesforce Intake process?
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Why is the Intake Checklist important?
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Which information do you need most in a Salesforce Intake?
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Which industries need Salesforce Intake forms the most?
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How do I create an intake form using Salesforce?