Paperless Forms + Salesforce
Update Salesforce contacts when new Paperless Forms entries are created
Streamline your data entry process and keep your Salesforce contacts updated with this efficient workflow. Whenever a new entry is submitted through Paperless Forms, this automation updates the corresponding contact in Salesforce. Save time and prevent manual errors by ensuring your Salesforce contacts always contain the most recent information from your Paperless Forms submissions.
Streamline your data entry process and keep your Salesforce contacts updated with this efficient workflow. Whenever a new entry is submitted through Paperless Forms, this automation updates the corresponding contact in Salesforce. Save time and prevent manual errors by ensuring your Salesforce contacts always contain the most recent information from your Paperless Forms submissions.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Contact
Updates an existing contact in Salesforce.
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