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Salesforce + TransForm

Add new TransForm form submissions as Salesforce leads

TransForm mobile forms are great for quickly collecting all kinds of sales related information or conducting surveys at trade shows and events. With the ability to store all of the information on your mobile phone or tablet, even without a network connection, TransForm ensures that you will not lose any information when you're offline. With this integration, you can automatically add new TransForm form submissions as Salesforce leads.

TransForm mobile forms are great for quickly collecting all kinds of sales related information or conducting surveys at trade shows and events. With the ability to store all of the information on your mobile phone or tablet, even without a network connection, TransForm ensures that you will not lose any information when you're offline. With this integration, you can automatically add new TransForm form submissions as Salesforce leads.

  1. When this happens...
    TransFormTransForm
    New Form Submitted

    Triggers when a new form is submitted.

    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?
    • FormRequired

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Submitted ByRequired

    Action
    Write
    • 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
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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transform logo
transform logo

About TransForm

Transform lets you easily build mobile forms. Features include the ability to capture photos and audio recordings within your form.

Related categories

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