Salesforce is undeniably the world’s #1 CRM software that dominates the US $57 billion global customer relationship management (CRM) software market with a 22% share. Currently, Salesforce integration with third-party apps has become a remarkable, continuing trend globally.
Businesses are expanding their horizons to open up new possibilities for their CRM users by integrating Salesforce with third-party applications. Integrating Salesforce with third-party tools will help companies increase their productivity and significantly enhance their marketing strategies to boost their business success like never before. When it comes to smooth data transition from other apps to Salesforce, hiring Salesforce integration services can give you peace of mind.
From productivity to marketing to collaboration and more, now you can integrate Salesforce with the other tools and make the most of your Salesforce investment. A few prominent examples of third-party applications that can be integrated with Salesforce include Slack, LinkedIn, MailChimp, Heroku, Paperform, and more.
The blog will offer a wealth of insights into the mesmerizing world of Salesforce and Paperform Integration with Zapier.
What is Zapier?
Zapier is an automation tool that helps automate repetitive tasks between two or more apps without writing a single line of code. This revolutionary product connects to more than 4,000 apps and come with free and paid plans.
Users can seamlessly connect their web applications with this service. Zaps automatically take care of your tasks as automated workflows enable you to focus on more important things. Connect the apps and services through Zaps that get created and customized within a limited time. You can create workflows as per your working style. It allows you to connect Salesforce and Paperform to serve the purpose of automating repetitive operations. Even if you have no prior experience with Zapier, it does not matter for its simple setup.
What is Paperform?
Paperform is an online form creation tool, easy to use that lets users add text, videos, photos, and personalized branding to custom forms, product sites, and payment pages. With no prior technical skills, it is possible for anyone to quickly and intuitively design gorgeous web forms, payment, or product sites. You can post photographs, videos, and formatted text anywhere on the page, not simple questions and answers.
Why Integrate Zapier with Paperform?
Zapier enables you to connect Salesforce with Paperform by automating your work without the requirement of code and empowering you to devote time to more meaningful activities.
Next, we will highlight how to set up, connect and configure Zapier.
How to Setup, Connect and Configure Zapier?
A. Step 1:- Log in to your Zapier Account
Step 2:- Click on the Create Zap button to create a new Zap.
Step 3:- Select the Paperform from the list of applications to connect and click continue.
Step 4:- Select the Form you have created in Paperform from the list, as shown in the figure below.
Step 5:- Fill in your Paperform first, then test the trigger in Zapier and check if data is coming from Paperform or not, and click continue.
B. Now, it is time to connect the second application.
Step 1:- Select the application you want to choose and the event you wish to create.
Step 2:- Get connected to your Salesforce account.
Step 3:- Set up the trigger, select the object and records you want to create, and map the fields.
Note:– Map every field to map correctly and store the data successfully.
Step 4:- Now comes the testing of the data and continuing.
Step 5:- Turn on the Zap you have successfully created, and we have integrated the Salesforce with Paperform with Zapier.
C. Now, it is essential to check if Zap is working correctly or not
We will fill a new record through the form and see if it can create the contact in Salesforce.
Next, we fill out the Paperform form embedded inside the client’s website. Next, click on submit button as shown in the below figure.
D. Finally, we will see if the new contact is stored in Salesforce or not.
As we have seen, the active contact is successfully saved in Salesforce.
Salesforce integration is all about connecting Salesforce with other tools and systems to connect complex systems and automate business processes seamlessly. When integrated with various third-party applications, Salesforce offers benefits such as ease of use, strengthening business decisions, building customer networks, and increasing revenue. The manual entry of data from one app to another is simply not efficient. Zapier acts as a glue between these apps by automatically passing the data – from one to another. Zapier is an automation tool that allows you to integrate Salesforce and Paperform to save valuable time and money, requiring no code.
Regardless of the size of your company, if you wish to improve the efficiency and productivity of your business, Salesforce integration is the one-stop solution. From simple API to various third-party apps and systems, at Cloud Analogy, known as the best Salesforce integration partner, you’ll find effective and high-quality solutions for your business. We can help you with the best Salesforce integration services to transform your business in countless ways. Reach out to the Cloud Analogy team and start your project today.