Salesforce + Docparser Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Salesforce and Docparser, with as many as 68 possible integrations. Are you ready to find your productivity superpowers?
Create leads on Salesforce from new PDF data extracted by Docparser
Adding contacts by hand is a waste of your time. Zapier and Docparser can help! After you've configured this automation, Zapier will receive all the data extracted from new PDF documents on Docparser (you'll want to set up the parsing rules to capture the fields you want first). After that, we'll copy the information into Salesforce, populating a new lead with all this information, so all you have to do from then on is upload a document.
Note: This Zap will trigger once per document if you're only parsing for single data points, or once per row if you're parsing for tabular data.
How this Docparser-Salesforce integration works
- Docparser extracts data fields from a PDF document
- Zapier creates a new record in Salesforce with parsed data
It's easy to connect Salesforce + Docparser and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers whenever a new Document is processed and parsed data is available.
Create a new contact.
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