pdfFiller + Salesforce
Create new Salesforce notes from PDFfiller filled forms
Want to spend more time optimizing your sales and less time managing your business workflow? Use Zapier integration to automatically create new Salesforce notes containing your specified data from filled in forms. This automation allows you to instantly import names, addresses, phone numbers, etc.
Want to spend more time optimizing your sales and less time managing your business workflow? Use Zapier integration to automatically create new Salesforce notes containing your specified data from filled in forms. This automation allows you to instantly import names, addresses, phone numbers, etc.
- 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.
