Plumsail Forms integration with Salesforce
How to Add Salesforce leads from new Plumsail Forms submissions
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 "Add Salesforce leads from new Plumsail Forms submissions" 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 Plumsail Forms integrations
Plumsail Forms actions
Nekton can use any feature that is available in Plumsail Forms API.
Using our advanced AI, you can easily create custom automations for Plumsail Forms.
Here are some typical actions you can do in your automated workflows.
New Submission
Triggers when a specific form is submitted.
About Plumsail Forms
Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.