Docparser Salesforce Integration
About Salesforce CRMSalesforce is the world’s leading CRM software and enterprise cloud ecosystem. The Salesforce Customer Success Platform can help your business grow into a more streamlined, effective and efficient organisation across sales, service, marketing and more.
Push Your Document Data To Salesforce In Real TimeOur Salesforce CRM integration lets you create new records in Salesforce based on data extracted from PDF documents. Once set up, new imported documents are processed and the parsed data is automatically sent to Salesforce. Read more on how to automatically copy data from PDF to salesforce on our blog.
What You Can Do With Our Salesforce Integration
- Create new contacts, leads, …
- Create new custom object with parsed data
- Import documents with Apex
Implement A Fully Automated Data Entry ProcessNext to using our Salesforce integration for sending parsed data to Salesforce, it is also possible to post documents from Salesforce with Apex to Docparser. This means you can fully automate what was before a manual data entry process.
Connect Docparser to Salesforce and automate your document based business processes in minutes
No credit card required.