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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
Try this template

Supported triggers and actions

What does this mean?
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)
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spondyr logo

About Spondyr

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

Related categories

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