Paperless Forms + Salesforce
Create Salesforce records when new Paperless Forms entries are received
Keep your Salesforce records up-to-date with this Paperless Forms and Salesforce automation. Whenever a new entry is submitted in Paperless Forms, this workflow will efficiently update the corresponding record in Salesforce. Spend less time on manual data entry and ensure your Salesforce database always has the latest information.
Keep your Salesforce records up-to-date with this Paperless Forms and Salesforce automation. Whenever a new entry is submitted in Paperless Forms, this workflow will efficiently update the corresponding record in Salesforce. Spend less time on manual data entry and ensure your Salesforce database always has the latest information.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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