Case Study: Falcon streamlines lead capture and client asset collection with Jotform and Salesforce

Jotform and Salesforce help an event production company collect lead info and client assets

Falcon, a small event production company, needed a way to automate the collection of multifaceted lead information and integrate it with Salesforce as a project management database. As they built out their complex Salesforce solution, they identified a need for a simpler, more reliable front-end form system to handle their most important customer interactions. They turned to the vendor, Jotform, for its online form capabilities.

Jotform provided a solution that integrated directly with Salesforce, allowing Falcon to push lead data from forms directly into their CRM. The reliable and scalable forms are used for new business leads, support requests that create cases, and to collect creative assets like images and videos for booked events. By using Jotform, Falcon successfully streamlined its data collection, ensuring that most of its leads now flow seamlessly into Salesforce.

Falcon

Joshua Butler

Chief Operating Officer