Paperform + Salesforce

Create Salesforce records from new Paperform form submissions

Effortlessly manage your new Paperform submissions by instantly creating records in Salesforce with this automation. Once set up, each time you receive a form submission in Paperform, a record will be added to Salesforce using the submitted data. This seamless workflow helps you save time, improve efficiency, and keep your sales records up-to-date.

Effortlessly manage your new Paperform submissions by instantly creating records in Salesforce with this automation. Once set up, each time you receive a form submission in Paperform, a record will be added to Salesforce using the submitted data. This seamless workflow helps you save time, improve efficiency, and keep your sales records up-to-date.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a new submission is received for a form.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • CodeRequired

    • Enabled

    • TargetRequired

    • Discount Amount

    • Discount Percentage

    • Expires At

    Action
    Write
    • Form

    • Form Partial Submission IDRequired

    Action
    Write
    • Form

    • Form Submission IDRequired

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • Coupon CodeRequired

    Action
    Write
    • FormRequired

    • Form ProductRequired

    Action
    Write
    • FormRequired

    • FieldRequired

    • SKURequired

    • NameRequired

    • PriceRequired

    • Available Quantity

    • Minimum

    • Maximum

    • Discountable

    • Image URLs

    Action
    Write
paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn more

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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