123FormBuilder + Salesforce Essentials
Create Salesforce Essentials records from new 123FormBuilder forms
Save time and streamline your data collection process by connecting 123FormBuilder with Salesforce Essentials. When a new form is submitted in 123FormBuilder, this workflow will instantly create a record in Salesforce Essentials, ensuring that your leads and contacts are always up-to-date. Keep your sales pipeline moving smoothly and never miss an opportunity to follow up on a potential lead with this seamless data transfer.
Save time and streamline your data collection process by connecting 123FormBuilder with Salesforce Essentials. When a new form is submitted in 123FormBuilder, this workflow will instantly create a record in Salesforce Essentials, ensuring that your leads and contacts are always up-to-date. Keep your sales pipeline moving smoothly and never miss an opportunity to follow up on a potential lead with this seamless data transfer.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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