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Documate + Salesforce

Add leads to Salesforce campaigns when new workflows are completed in Documate

This Zapier automation will create a lead in an existing Salesforce campaign when your team or a client completes a new workflow. This allows you to collect data in Documate and automatically record relevant information from that large dataset in Salesforce, saving you time and reducing the chance of errors.

This Zapier automation will create a lead in an existing Salesforce campaign when your team or a client completes a new workflow. This allows you to collect data in Documate and automatically record relevant information from that large dataset in Salesforce, saving you time and reducing the chance of errors.

  1. When this happens...
    DocumateDocumate
    Workflow Completed

    Triggers when a workflow is completed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Documate

Documate is a no-code platform for document automation and building expert systems.

Related categories

  • File Management & Storage
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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