Capture transcript information from WPForms, create record in Salesforce, and add attachment in Salesforce
Capture transcript information from WPForms, create record in Salesforce, and add attachment in Salesforce
Capture submitted transcript information and related documents from WPForms, then create a new record and attachment in Salesforce. This ensures centralized enrollment history management for faster access and improved organization.
Workflow preview:
Zap details:
Overview
Capture submitted transcript information and related documents from WPForms, then create a new record and attachment in Salesforce. This ensures centralized enrollment history management for faster access and improved organization.