Salesforce + zipForm Plus
Save new zipForm Plus contacts to Salesforce
Ensure your CRM is up to date with all your clients' contact details. This Zapier automation will save any new contacts from zipForm Plus as contacts in Salesforce. Avoid messy, inconsistent data, and save yourself the headaches.
Ensure your CRM is up to date with all your clients' contact details. This Zapier automation will save any new contacts from zipForm Plus as contacts in Salesforce. Avoid messy, inconsistent data, and save yourself the headaches.
- When this happens...New Contact
Triggers when a new contact is added to a zipForm Address Book.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About zipForm Plus
For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.