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.
- When this happens...New Document
Triggers when a new document is created in a space.
- automatically do this!Create Contact
Creates a new contact.
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