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.
- When this happens...Submitted Document
Triggers when a document is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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