Formcarry integration with Salesforce
How to Send Formcarry submissions to Salesforce as new leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Formcarry submissions to Salesforce as new leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Formcarry integrations
Formcarry actions
Nekton can use any feature that is available in Formcarry API.
Using our advanced AI, you can easily create custom automations for Formcarry.
Here are some typical actions you can do in your automated workflows.
New Submission
Triggers when your form receives a new submission.
About Formcarry
Formcarry is a form processing API, you point your form to us, we notify you every time a form filled.