Jotform

Jotform is a form builder that does more than collect responses. When connected to Salesforce, form submissions create or update records directly, bypassing the manual processing step that turns every event registration or enquiry into a data entry task.

For fund managers, the most common use cases are event registrations that flow into Salesforce campaigns, adviser enquiry forms that create leads with full context, and onboarding forms that capture structured data at the start of a client relationship.

The Salesforce integration maps form fields to any standard or custom object. A registration form can create a campaign member, update an adviser record, and trigger a follow-up task in a single submission. We build and maintain the field mappings so the data lands cleanly, every time.