Create new Salesforce tasks from PDFfiller filled forms
Easily import data from filled documents into Salesforce tasks with the help of Zapier. Now you don’t have to create new tasks manually: once a new filled form appears in PDFfiller, Zapier automation instantly generates a new Salesforce task containing your form’s information.
Easily import data from filled documents into Salesforce tasks with the help of Zapier. Now you don’t have to create new tasks manually: once a new filled form appears in PDFfiller, Zapier automation instantly generates a new Salesforce task containing your form’s information.
- 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.).
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