Act-On + Salesforce
Create Salesforce records from new Act-On form submissions
With this workflow, whenever a new form submission is received in Act-On, a new record will be created in Salesforce. This ensures seamless data transfer between the two platforms and saves time on manual data entry. Ideal for sales and marketing teams, it guarantees form submission data is promptly and accurately reflected in your Salesforce records.
With this workflow, whenever a new form submission is received in Act-On, a new record will be created in Salesforce. This ensures seamless data transfer between the two platforms and saves time on manual data entry. Ideal for sales and marketing teams, it guarantees form submission data is promptly and accurately reflected in your Salesforce records.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Try ItFormRequired
Try ItListRequired
Contact update policyRequired
ProgramRequired
Try ItSegmentRequired
ContactRequired
FormRequired
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
