Create lead in Salesforce, and upload files from Formidable Forms submissions
Create lead in Salesforce, and upload files from Formidable Forms submissions
Create leads in Salesforce when new application forms are submitted via Formidable Forms. Capture relevant applicant details and upload associated files, ensuring efficient lead management and improved follow-up.
Workflow preview:
Zap details:
Overview
Create leads in Salesforce when new application forms are submitted via Formidable Forms. Capture relevant applicant details and upload associated files, ensuring efficient lead management and improved follow-up.