Create Salesforce cases for new Submittable submissions
Salesforce is your company's hub for all contacts—it's where you turn when you need to learn someone's email or phone number or read past relationship notes. Now you can start logging a contact's submission to your firm, too, automatically with this integration.
Salesforce is your company's hub for all contacts—it's where you turn when you need to learn someone's email or phone number or read past relationship notes. Now you can start logging a contact's submission to your firm, too, automatically with this integration.
- When this happens...New Submission
Triggers when new submissions arrive in your Submittable Account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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