Jotform and Salesforce, read together
Jotform collects the submission: the intake form, the application, the request, with every field as the person typed it. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. Someone fills in the form, the submission lands in Jotform, and whether it becomes a lead in Salesforce depends on who checks the form that day.
Liaison reads Jotform and Salesforce together, matches each submission to a contact, and tells you which submissions were never worked, how long each waited, and what the person actually asked for.
Where Jotform and Salesforce disagree
- Submissions in Jotform that never became contacts or leads in Salesforce.
- Form answers (budget, timing, the actual question) that never reach the Salesforce record, so the rep calls cold.
- Duplicate submissions from the same person creating two leads, or none.
- Response times nobody measures because the form and the pipeline keep different clocks.
- Forms added last quarter that nobody connected to anything.
Questions it answers across both
- “Which Jotform submissions from the last thirty days are not in Salesforce?”
- “How long did it take to contact each submission this month?”
- “What did this lead write on the form, in their own words?”
- “Which forms are producing leads that convert, and which produce nothing?”
What Liaison does with Jotform and Salesforce
- Matches Jotform submissions to Salesforce contacts and lists the ones never worked, with wait times.
- Drafts the Salesforce lead from each submission with the answers attached, for you to confirm on the first batch.
- Flags new submissions that match an existing account to its owner.
- Writes the monthly form-to-lead summary by form.
What it reads and does in each
Liaison across Jotform and Salesforce, set up with you, for $629 a month.
- Connects to Jotform and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Jotform says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison create leads on its own?
It drafts them and waits for your yes on the first batch; after that it creates that kind of lead without asking.
Do I need a form-to-pipeline connector?
Keep one if you run one. Liaison reads both sides after it and finds the submissions it dropped.
Will it reply to the person who submitted?
It drafts the first reply in your voice and sends it only once you have approved that kind of reply.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.