Back to Blog
Jotform salesforce integration6/11/2023 ![]() ![]() You can also email their Support Team directly with any questions. For additional help, visit the Jotform Support Centre. JotForm’s features, services and subscriptions are managed by them directly. You’ll receive transfers for transactions processed through JotForm just like your Square Point of Sale payments – following your transfer schedule. Learn more about viewing and downloading your Square payment history online. You’ll be able to locate your payment history in the Transactions tab of your online Square Dashboard. ![]() Payments processed with JotForm will automatically sync with your Square account. With Jotform’s free Salesforce integration, you can create web-to-lead forms that collect lead contact information and send it to Salesforce automatically Just choose a readymade lead gen form template or create one from scratch with our drag-and-drop builder then integrate your form with Salesforce in a few quick clicks, embed the form. You can view their subscription costs on their website. Free users have access to all the same features as paid users, but with lower limits on form counts, form submissions, form views, upload space, submission storage and the number of sub-user accounts. JotForm has multiple subscription tiers, including a free version. If you require further assistance, visit the JotForm website for more information. Search for JotForm in the search bar > click Search.Īllow permissions to access your Square account information. Visit the App integrations section of your online Square Dashboard and click Visit App Marketplace. To integrate JotForm with your Square account, follow these steps: Learn more about the JotForm and Square integration. Jotform Teams NEW Enterprise Mobile Prefill Forms HIPAA Forms Secure Forms Assign Forms Online Payments Widgets See more features. You can process payments with ease, while collecting your customer’s information and e-signatures. Hi,I am looking to send a jotform survey to clients who have a opportunity set to lost in SF. With the JotForm and Square integration, you can create, edit and manage online forms – perfect for collecting registration information, applications, survey data and customer orders. Integrate with JotForm Plans and Pricing Payments and Reporting Manage Your JotForm Account
0 Comments
Read More
Leave a Reply. |