Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Triggers when new submission is received to a selected form.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Getform is a business software that helps the users to manage and automate their business tasks. Salesforce is a cloud-based CRM platform that is used by small, medium and large enterprises. Getform integrated with Salesforce makes it easy for the users to manage their sales and marketing activities. They can create, upload and send documents, files, forms and calendars with ease through both the systems. The integration of Getforms with Salesforce enables the users to use the features like Create a form, Create an order, Create a pipeline, Create a deal faster than ever before. It also helps the users to save time and money.
Getform is a business software which allows the users to manage their entire business operations in just one place. They can create, update, edit and delete documents, files, forms and calendars through this system. On the other hand, Salesforce is a cloud-based CRM system that provides various functionalities for sales and marketing teams. It helps them to increase their sales and marketing activities by automating their business processes. They can create contacts, leads, accounts, opportunities and cases by using this system. Getform is integrated with Salesforce through an API. This integration allows the user to send documents, forms and calendars from Getform to Salesforce directly. The features like ‘Create a Form’, ‘Create an Order’, ‘Create a Pipeline’ and ‘Create a Deal’ are available on Getform but they are not present on Salesforce. But the users of Getform can use these features in Salesforce as well by integrating both the systems.
The integration of Getform and Salesforce offers various benefits like:
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