pdfFiller + Salesforce
Create Salesforce accounts from new PDFfiller filled forms
Don’t let the chore of manually exporting data slow down your sales routine and prevent you from completing proposals and agreements. Set up this Zapier integration to automatically create new Salesforce accounts using client data from filled in forms.
Don’t let the chore of manually exporting data slow down your sales routine and prevent you from completing proposals and agreements. Set up this Zapier integration to automatically create new Salesforce accounts using client data from filled in forms.
- When this happens...New Filled Form
Triggers when a form is filled out.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
