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naturalForms + Salesforce

Create Salesforce leads from new naturalForms documents

If you receive a new document in naturalForms from a lead or potential customer, you'll want to add them in Salesforce so you can follow up later. With this integration, Zapier will automatically create a lead in Salesforce whenever you receive a new document in naturalForms.

If you receive a new document in naturalForms from a lead or potential customer, you'll want to add them in Salesforce so you can follow up later. With this integration, Zapier will automatically create a lead in Salesforce whenever you receive a new document in naturalForms.

  1. When this happens...
    naturalFormsnaturalForms
    Submitted Document

    Triggers when a document is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TemplateRequired

    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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About naturalForms

NaturalForms is a mobile app that replaces paper forms and collects information electronically that exactly match your current paperwork.
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Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

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