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Create new Salesforce notes from PDFfiller filled forms

  1. When this happensStep 1: New Filled Form

  2. Then do thisStep 2: Create Note

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.

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Connect PDFfiller + Salesforce in Minutes

It's easy to connect PDFfiller + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Filled Form

Triggers when a form is filled out.

Signature Request Completed

Triggers when a signature request finalizes as completely signed or declined.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

New Document

Triggers when a new document is added.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

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