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Parseur + Salesforce

Create new Salesforce leads from updated Parseur table fields

Simplify your data processing with this handy workflow. When a new table field is processed in Parseur, a lead is immediately created in Salesforce. This seamless process streamlines your lead management, allowing you to focus more on building relationships and less on data entry. Boost productivity and ensure no lead falls through the cracks with this efficient tool.

Simplify your data processing with this handy workflow. When a new table field is processed in Parseur, a lead is immediately created in Salesforce. This seamless process streamlines your lead management, allowing you to focus more on building relationships and less on data entry. Boost productivity and ensure no lead falls through the cracks with this efficient tool.

  1. When this happens...
    ParseurParseur
    New Table Field Processed

    Triggers when a document is parsed and contains new row(s) in the selected table field.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    Trigger
    Instant
    Try It
  • Parseur triggers, actions, and search

    New Mailbox

    Triggers when a new mailbox is created.

    Trigger
    Scheduled
    Try It
    • MailboxRequired

    • FileRequired

    • File name and extension

    Action
    Write
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Table fieldRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    • NameRequired

    • From

    • Content

    Action
    Write
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About Parseur

Send documents such as emails, PDFs and spreadsheets to your custom Parseur mailbox and extract any data.
Learn moreHelp

Related categories

  • Documents

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About Salesforce

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

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