Paperless Forms + Salesforce
Create new Paperless Forms entries and update corresponding Salesforce records
Keep your Salesforce records up-to-date whenever there's a new entry in Paperless Forms with this seamless automation. Once activated, this workflow will update the relevant record in Salesforce every time a new entry is submitted through Paperless Forms. This integration helps save time and ensures your CRM data stays accurate and current, allowing you to focus on other important tasks.
Keep your Salesforce records up-to-date whenever there's a new entry in Paperless Forms with this seamless automation. Once activated, this workflow will update the relevant record in Salesforce every time a new entry is submitted through Paperless Forms. This integration helps save time and ensures your CRM data stays accurate and current, allowing you to focus on other important tasks.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Record (UTC)
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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