TransForm integration with Salesforce
How to Add new TransForm form submissions as Salesforce 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 "Add new TransForm form submissions as Salesforce 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 TransForm integrations
TransForm actions
Nekton can use any feature that is available in TransForm API.
Using our advanced AI, you can easily create custom automations for TransForm.
Here are some typical actions you can do in your automated workflows.
Submit Form
Fills out the chosen form and submits it.
New Form Submitted
Triggers when a new form is submitted.
About TransForm
Transform lets you easily build mobile forms. Features include the ability to capture photos and audio recordings within your form.