Case Study: U.K. Charity streamlines funding applications and voting with Jotform

A U.K. charity overhauls its fund application & distribution processes with Jotform and Salesforce

A U.K. charity that supports community organizations and volunteers needed a faster way to handle hundreds of long funding applications each year and enter the data into Salesforce. Manual data entry was too time-consuming for its small team, and it also needed a simple way to collect public votes on which charities should receive government funding. Jotform helped address this challenge with its Salesforce integration.

Using Jotform, the charity built online application and voting forms that automatically synced submissions into Salesforce, where the team could track, verify, and analyze the data with dashboards. The organization later expanded the setup to membership applications as well, eliminating manual data entry across multiple workflows. Jotform’s solution saved hours of administrative work, and one public voting campaign alone collected nearly 4,000 submissions automatically in Salesforce.