Capture registration info from Formidable Forms, create record in Salesforce, and upload proof of income
Capture registration info from Formidable Forms, create record in Salesforce, and upload proof of income
Capture your customers' registration information from Formidable Forms and create a new record in Salesforce, including relevant documents for proof of income. This ensures faster onboarding and better lead management.
Workflow preview:
Zap details:
Overview
Capture your customers' registration information from Formidable Forms and create a new record in Salesforce, including relevant documents for proof of income. This ensures faster onboarding and better lead management.