Adding contacts by hand is a waste of your time. Zapier and Docparser can help! After you've configured this automation, Zapier will receive all the data extracted from new PDF documents on Docparser (you'll want to set up the parsing rules to capture the fields you want first). After that, we'll copy the information into Salesforce, populating a new lead with all this information, so all you have to do from then on is upload a document.
Note: This Zap will trigger once per document if you're only parsing for single data points, or once per row if you're parsing for tabular data.
How this Docparser-Salesforce integration works
- Docparser extracts data fields from a PDF document
- Zapier creates a new record in Salesforce with parsed data
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Triggers whenever a new Document is processed and parsed data is available.
Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
Triggers when a new lead is created.
Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).
Triggers when a new custom object (of the type you choose) is created.
Create a new lead.
Triggers when a new contact is created.
Add a lead to a campaign.
Triggers when a new opportunity is created.
Create a new custom object (of the type you choose).