Plumsail Forms + Salesforce
Create Salesforce records from new Plumsail Forms submissions
With this integration, get all the info you need and create a case for your specialists. You can add all the required fields to the form, and configure any custom logic you need - make certain fields required, use conditions, hide and show parts of the form, etc. Once submitted, this Zap automatically creates a case with all the details.
With this integration, get all the info you need and create a case for your specialists. You can add all the required fields to the form, and configure any custom logic you need - make certain fields required, use conditions, hide and show parts of the form, etc. Once submitted, this Zap automatically creates a case with all the details.
- When this happens...New Submission
Triggers when a specific form is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
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