pdfFiller + Salesforce

Create new Salesforce notes from PDFfiller filled forms

Want to spend more time optimizing your sales and less time managing your business workflow? Use Zapier integration to automatically create new Salesforce notes containing your specified data from filled in forms. This automation allows you to instantly import names, addresses, phone numbers, etc.

Want to spend more time optimizing your sales and less time managing your business workflow? Use Zapier integration to automatically create new Salesforce notes containing your specified data from filled in forms. This automation allows you to instantly import names, addresses, phone numbers, etc.

  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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
pdffiller logo
pdffiller logo

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.
Learn more

Related categories

  • Documents
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