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Paperless Forms + Salesforce

Create Salesforce leads for new Paperless Forms entries and add to campaign

Efficiently manage your leads and save time with this Paperless Forms to Salesforce automation. When a new entry is submitted in Paperless Forms, it will automatically create a lead and add it to a specific campaign in Salesforce. This seamless workflow ensures you never miss valuable leads and keeps your campaigns up-to-date with fresh prospects.

Efficiently manage your leads and save time with this Paperless Forms to Salesforce automation. When a new entry is submitted in Paperless Forms, it will automatically create a lead and add it to a specific campaign in Salesforce. This seamless workflow ensures you never miss valuable leads and keeps your campaigns up-to-date with fresh prospects.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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salesforce logo

About Salesforce

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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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