pdfFiller + Salesforce

Create Salesforce accounts from new PDFfiller filled forms

Don’t let the chore of manually exporting data slow down your sales routine and prevent you from completing proposals and agreements. Set up this Zapier integration to automatically create new Salesforce accounts using client data from filled in forms.

Don’t let the chore of manually exporting data slow down your sales routine and prevent you from completing proposals and agreements. Set up this Zapier integration to automatically create new Salesforce accounts using client data from filled in forms.

  1. When this happens...
    pdfFillerpdfFiller
    New Filled Form

    Triggers when a form is filled out.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Base DocumentRequired

    • Download Filled DocumentRequired

    • Filled Document Name

    Trigger
    Instant
    Try It
    • Message

    • Base DocumentRequired

    • FolderRequired

    • File Name

    Action
    Write
    • DocumentRequired

    • Document Name

    Action
    Write
    • DocumentRequired

    • FolderRequired

    Action
    Write
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About pdfFiller

pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.
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Related categories

  • Documents
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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