Flatfile + Salesforce

Create Salesforce contacts for new documents in Flatfile

Automatically create new contacts in Salesforce whenever a new document is added to Flatfile. This integration helps streamline your onboarding or data import process by turning uploaded contact data into actionable CRM records.

Automatically create new contacts in Salesforce whenever a new document is added to Flatfile. This integration helps streamline your onboarding or data import process by turning uploaded contact data into actionable CRM records.

  1. When this happens...
    FlatfileFlatfile
    New Document

    Triggers when a new document is created in a space.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Environment ID

    • Space ID

    • Domain

    Trigger
    Polling
    Try It
    • Space ID

    • Workbook IDRequired

    Trigger
    Polling
    Try It
    • Space ID

    • Include Sheets

    Trigger
    Polling
    Try It
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About Flatfile

Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly handle spreadsheets and files.
Learn more

Related categories

  • AI Assistants
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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