What is Jotform Salesforce Agent?
Salesforce Agent turns chat into action, instantly. It can create and update records, qualify leads, manage cases, and more. Built on Jotform AI Agents, it works inside Salesforce, using your logic and data to automate what used to be manual.
Problem
Users manually handle tasks like creating/updating records, qualifying leads, and managing cases in Salesforce, which is time-consuming and error-prone.
Solution
An AI Chatbot tool for Salesforce that automates record creation, lead qualification, case management, and other CRM actions using predefined logic and existing data.
Customers
Salesforce administrators, CRM managers, sales teams, and customer support agents handling high-volume data entry in enterprises
Unique Features
Native integration within Salesforce interface, action-oriented chatbot powered by Jotform AI Agents, customizable automation based on organizational logic
User Comments
Reduces repetitive Salesforce tasks
Maintains data consistency
Quick case resolution
No-code setup
Adapts to existing workflows
Traction
20M+ users across Jotform products (parent company)
Featured on ProductHunt with 1000+ upvotes
Trusted by Fortune 500 companies
Market Size
Global CRM software market valued at $72.7 billion in 2023 (Gartner)
