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.
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New Contact
Triggers when a new contact is added to a zipForm Address Book.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
First NameRequired
Last NameRequired
Email
Title
Middle Name
Suffix
Company
Address
City
State
Zip Code
Phone
Mobile Phone
Web Site Address
Fax
Category
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
