Salesforce + WPForms
Update Salesforce records each time new entries are submitted in WPForms
This workflow activates when there's a new entry in WPForms, updating your Salesforce records seamlessly. This efficient automation eliminates the need for tedious manual data entry, keeping your Salesforce records updated in real time. Perfect for those who value organized and prompt data management, this workflow ensures your team is always working with the most current information.
This workflow activates when there's a new entry in WPForms, updating your Salesforce records seamlessly. This efficient automation eliminates the need for tedious manual data entry, keeping your Salesforce records updated in real time. Perfect for those who value organized and prompt data management, this workflow ensures your team is always working with the most current information.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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FormRequired
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
