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involve.me + Salesforce

Create attachments in Salesforce for new completed submissions in involve.me

Effortlessly manage your involve.me submissions by connecting them to Salesforce. With this seamless workflow, whenever a new completed submission occurs in involve.me, an attachment will be created in Salesforce instantly. Say goodbye to manual entry and tracking - this integration saves time and ensures accuracy in your customer data management.

Effortlessly manage your involve.me submissions by connecting them to Salesforce. With this seamless workflow, whenever a new completed submission occurs in involve.me, an attachment will be created in Salesforce instantly. Say goodbye to manual entry and tracking - this integration saves time and ensures accuracy in your customer data management.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier