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Salesforce + ShareDocView

Add new ShareDocView leads as Salesforce records

As new people enter their email to view or download a ShareDocView document, you can automatically create corresponding records on Salesforce. This integration will help you and your team follow up on new leads to close more sales. Make sure you act on every new lead with this Zapier automation.

As new people enter their email to view or download a ShareDocView document, you can automatically create corresponding records on Salesforce. This integration will help you and your team follow up on new leads to close more sales. Make sure you act on every new lead with this Zapier automation.

  1. When this happens...
    ShareDocViewShareDocView
    Get Leads

    Triggers when a new email lead is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ShareDocView triggers, actions, and search

    Get Leads

    Triggers when a new email lead is created.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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sharedocview logo

About ShareDocView

ShareDocView is a document sharing platform for lead generation through content marketing.

Related categories