Create Salesforce Records

Create Salesforce Records

Accelerate your business growth and conserve time by using the Create Salesforce Records Bot for automated record generation. Eliminate the need for manual data input and development.
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Developed by
airSlate Inc.
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4,5 out of 5
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Setup duration 5-10 min.
What the Create Salesforce Records does
The Bot adds the data collected from a document into the mapped fields in the selected Salesforce record based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Create Salesforce Records
Install and configure the Bot to automatically create new Salesforce records for any object, both standard and custom, such as leads, contacts, accounts, and more.
Export Custom Values to Create Salesforce Records

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Salesforce account. Once connected, select a Salesforce object from the list. Then, specify what information from the document will be used to create the Salesforce record.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in the document and tell the Bot to create a corresponding Salesforce record when these fields have been filled out.
Get a new Salesforce record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data added to the selected document fields will be used to create a new Salesforce record.
Create Salesforce Records

Install the Create Salesforce Records to automate your document workflows

Start for free

Create Salesforce Records Bot

The platform ensures connections to various third-party systems any time you need. Send e-mails, build forms and documents templates, create different record types in Salesforce - and this is far not a full list of opportunities.

One of the biggest Bot’s advantages is the opportunity to synchronize data from several sources. Contacts and details can be imported to airSlate automatically, and Salesforce record types are maintained without extra efforts. Moreover, Bots do all this work for you. So adding it to your Flow will improve efficiency by automating routine processes and the whole business in particular. The scope of possibilities is endless.

CRM systems have many useful features and advantages when it comes to communication with clients. Boost your business processes using additional services to make it really powerful.

Create any record types in Salesforce with airSlate and meet advantageous perspectives:

  • To begin and improve your business automation.
  • To satisfy clients with convenient data import and export tools.
  • To spend time developing new solutions instead of doing routine processes.
  • To maximize the effectiveness of team collaboration.

Speed up repetitious tasks with no write code

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Utilize Create Salesforce Records Bot
Begin a new Flow and transfer forms or generate documents right on the platform to activate the Bots option. Find a needed Bot from the list.
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Set it up
Open the Bot configuration menu. Fill out all the required fields to define general and advanced settings. Don’t forget about indicating activation circumstances to protect yourself from false activations (you can include a few circumstances).
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Investigate the way it operates
Implement the workflow and explore the outcomes. Ensure the software robots are working correctly. If something fails, look into the Bots log to correct the mistakes and execute your Flow again.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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