Case Study: PetRelocation achieves scalable growth and higher profitability with Jotform

PetRelocation scaled their operations and growth using Jotform and Salesforce

PetRelocation, a global pet relocation service, needed a better way to manage complex customer data across legal, logistical, and communication-heavy workflows. Their team struggled with manual data entry, disconnected tools, and a form experience that didn’t match the complexity of each relocation. They turned to Jotform and Salesforce to improve how they collected and organized customer information.

Using Jotform’s conditional logic forms and Salesforce integration, PetRelocation automated lead qualification, routing, and data syncing, while also prefillling forms, uploading files, and triggering workflows through Salesforce Flows. With Jotform, the company reduced manual work, improved accuracy, and created a smoother customer experience. The result was PetRelocation’s most successful and most profitable year to date, achieved with the lowest staff headcount so far.

PetRelocation

Penney Ratliff

Process and Systems Manager