Paperform + Salesforce
Create Salesforce records from new Paperform form submissions
Effortlessly manage your new Paperform submissions by instantly creating records in Salesforce with this automation. Once set up, each time you receive a form submission in Paperform, a record will be added to Salesforce using the submitted data. This seamless workflow helps you save time, improve efficiency, and keep your sales records up-to-date.
Effortlessly manage your new Paperform submissions by instantly creating records in Salesforce with this automation. Once set up, each time you receive a form submission in Paperform, a record will be added to Salesforce using the submitted data. This seamless workflow helps you save time, improve efficiency, and keep your sales records up-to-date.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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