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Salesforce + Spondyr

Create new Spondyr documents from new Salesforce leads

Want to create merged Spondyr documents from new leads created in Salesforce? With this integration, Zapier will automatically send new lead information from Salesforce to Spondyr to create and optionally deliver merged documents.

Want to create merged Spondyr documents from new leads created in Salesforce? With this integration, Zapier will automatically send new lead information from Salesforce to Spondyr to create and optionally deliver merged documents.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SpondyrSpondyr
    Create Spondyr

    Creates a new Spondyr request.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    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
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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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About Spondyr

Spondyr is a templated document & correspondence platform, enabling you to effortlessly deliver template-driven content to your recipients.

Related categories