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pdfFiller + Salesforce

Create Salesforce leads from newly filled PDFfiller forms

Importing data into Salesforce is a time-consuming task, especially when you’re adding information for business contacts. Set up Zapier automation to instantly create new leads using information your business partners or customers have provided. Eliminate errors and close deals more efficiently.

Importing data into Salesforce is a time-consuming task, especially when you’re adding information for business contacts. Set up Zapier automation to instantly create new leads using information your business partners or customers have provided. Eliminate errors and close deals more efficiently.

  1. When this happens...
    pdfFillerpdfFiller
    New Filled Form

    Triggers when a form is filled out.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Fill RequestRequired

    • Download Filled FormRequired

    • Filled Form Name

    Trigger
    Instant
    Try It
    • Document typeRequired

    • Folder

    Trigger
    Scheduled
    Try It
  • Action
    Write
    • DocumentRequired

    • Expiration

    Action
    Write
    • Base DocumentRequired

    • Download Filled DocumentRequired

    • Filled Document Name

    Trigger
    Instant
    Try It
    • Message

    • Base DocumentRequired

    • FolderRequired

    • File Name

    Action
    Write
    • DocumentRequired

    • Document Name

    Action
    Write
    • DocumentRequired

    • FolderRequired

    Action
    Write
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About pdfFiller

pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.
Learn more

Related categories

  • Documents
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Zapier Interfaces

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