Create folder, find or create contact, and generate new opportunity in Salesforce from Typeform submission
Create folder, find or create contact, and generate new opportunity in Salesforce from Typeform submission
Create a folder in Box for each new Typeform submission, find or create a contact record in Salesforce, and generate a new opportunity record with relevant details. This simplifies deal compliance management and accelerates your workflow.
Zap details:
Overview
Create a folder in Box for each new Typeform submission, find or create a contact record in Salesforce, and generate a new opportunity record with relevant details. This simplifies deal compliance management and accelerates your workflow.