MyDocSafe + Salesforce
Create Salesforce contacts from new MyDocSafe forms
When a form is submitted in MyDocSafe, a new contact in Salesforce will be created.
When a form is submitted in MyDocSafe, a new contact in Salesforce will be created.
- When this happens...Form Submission
Triggers when a from of that company is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
