However, with the introduction of airSlate to the market, all of that has changed and new ways to automatically push and pull data are now available.

How airSlate exports leads to Salesforce without you needing to code

airSlate provides you with an all-in-one solution that automates any process within your organization, including exporting data. The main feature that makes this possible is Bots, software robots with built-in code (if this-then that logic). airSlate Bots automate actions based on conditions you set. At any time, you can delete a Bot, add a new one, or connect another Salesforce account, creating a flexible workflow in accordance with your needs. Take advantage of other airSlate Bots to optimize all processes:

Errorless data entry – Automating the transfer of documents to your CRM prevents lost information. The system relies on common data between a filled contract and a Salesforce record, such as the client’s name or mobile number. This ensures that the document will not be misplaced.

Instant updates – Connecting logic-based automation to your webforms, allows Bots to instantly export filled-in information to your CRM. Get updated records which you can view any time, download, or share without having to directly interact with the process.

Cost-effective workflow – Using more Bots doesn’t cost more. Installing Bots for Salesforce takes no more than 5-10 minutes, and they’ll work tirelessly until you disable them. Moreover, they make your workflow flexible, so you can change it whenever and however is needed.

Saved time – Enhancing your workflow with airSlate means saving days of time you or your team would usually spend inputting (or fixing) data. Bots save time by taking the mundane tasks, and freeing up your team for more valuable work. Focus on goals and not on data entry.

Take the airSlate Academy’s Bot courses to learn how to export data to Salesforce

The airSlate Academy was created to help users learn how to export data to Salesforce. By teaching you about how to use the Salesforce Bot, airSlate gives you an advantage many of your competitors still aren’t utilizing yet. Even if you have never tried to automate processes before, the course will help you get started. Each Academy course contains both theoretical and practical sections, and the Export to Salesforce Bot course is no exception.

The theoretical part explains how automation works. You’ll learn how to set up the Bot to transfer data correctly, how to check its settings and deployment, and how to connect a Salesforce account.

The practical part has you follow along in your airSlate account and walks you through setting up the Bot in a real workflow. Follow the course’s step-by-step instructions for the best results. Instead of reading boring how-to guides, short videos are there to help simplify the learning process.

The course ends with a quick quiz that consolidates your knowledge. If you answer some questions incorrectly, you can retake the course as many times as you need to pass.

If you configured everything correctly and the Bot still doesn’t work, check the Bots log. Learn how to do that in the airSlate Fundamentals course. All information about the Bot is available in Bots Log, including data that the Bot didn't receive or export to Salesforce.

The airSlate Academy is a free learning platform where you can choose any course according to your needs and pass it at your own pace. Businesses are trying to automate all administrative and time-consuming processes, and this could be your opportunity to learn more about automation and how to streamline your organization’s workflows. Along the way, you’ll gain in-demand skills that are essential to business today. Jump-start your education and develop more skills in workflow automation to take your career and your team to the next level. Enroll today!