Cognito Forms + Salesforce
Create attachments in Salesforce from new entries in Cognito Forms
Streamline your data management between Cognito Forms and Salesforce with this effective workflow. Upon recording a new entry in Cognito Forms, an attachment is instantly created in Salesforce. This seamless integration ensures consistency across both platforms, reducing manual intervention and enhancing productivity. Optimize your workflow and keep your information secure and updated with this efficient automation.
Streamline your data management between Cognito Forms and Salesforce with this effective workflow. Upon recording a new entry in Cognito Forms, an attachment is instantly created in Salesforce. This seamless integration ensures consistency across both platforms, reducing manual intervention and enhancing productivity. Optimize your workflow and keep your information secure and updated with this efficient automation.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
- Free forever for core features
- 14 day trial for premium features & apps
