Paperless Forms + Salesforce

Create Salesforce records when new Paperless Forms entries are received

Keep your Salesforce records up-to-date with this Paperless Forms and Salesforce automation. Whenever a new entry is submitted in Paperless Forms, this workflow will efficiently update the corresponding record in Salesforce. Spend less time on manual data entry and ensure your Salesforce database always has the latest information.

Keep your Salesforce records up-to-date with this Paperless Forms and Salesforce automation. Whenever a new entry is submitted in Paperless Forms, this workflow will efficiently update the corresponding record in Salesforce. Spend less time on manual data entry and ensure your Salesforce database always has the latest information.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
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paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier