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
    New Completed Submission

    Triggers when a participant completes a submission in your funnel.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • EmailRequired

    Action
    Write
    • OrganizationRequired

    • EmailRequired

    • TagRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
involveme logo
involveme logo

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn more

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  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Forms integrationsZapier Forms integrations

Zapier Forms

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