Docupilot

Docupilot + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Docupilot and Salesforce, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

Premium
Salesforce is a Premium integration on Zapier.

It's easy to connect Docupilot + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Document

Creates a new document from a specified template.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Lead

Create a new lead.

New Contact

Triggers when a new contact is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Opportunity

Triggers when a new opportunity is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Case

Triggers when a new case is created.

Add a Contact to a Campaign

Add a contact to a campaign.

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Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

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

See Salesforce Integrations

Connect Docupilot + Salesforce

Connect the apps you use everyday and find your productivity super-powers.

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