Export to Salesforce Bot

The Export to Salesforce Bot automatically attaches completed Slate document to a Salesforce record. This Bot can be used to upload signed documents like quotes, contracts, sales orders etc. to the related Salesforce records.

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  • Used in 44 Flows
  • Used in 25 Workspaces
  • Installed 467 times in the last 30 days
  • 99% success rate

The Export to Salesforce Bot automatically attaches completed Slate document to a Salesforce record. This Bot can be used to upload signed documents like quotes, contracts, sales orders etc. to the related Salesforce records.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Export to Salesforce Bot to streamline your company’s internal workflows and get signed documents attached to Salesforce records automatically
What the Bot does Uploads Slate files to a Salesforce record
Setup duration On average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Once the Slate’s first Revision has been completed, Slate document will be uploaded to the selected Salesforce record.

Commonly used conditions when the Bot acts

  • When all or specific fields in a document are completed
  • When a date is equal to a specific month or day of the week

Requirements

To install the Export to Salesforce Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Export to Salesforce Bot to automate workflows

Transfer data instantly with the Export to Salesforce Bot

In order to retain and win more customers, businesses employ CRM systems. Salesforce has already paved its way to popularity by helping millions of companies all over the world improve their business relationships with customers. Focusing on customer satisfaction is the right approach to business growth. However, there are other methods that can lead to great results. Customer behavior studies, strategizing, and process improvements require a lot of attention and even larger investments of time. Workflow automation software programs are ideal for freeing up time previously spent on routine tasks. The majority of those tasks can be automated, which will result in a higher quality of tasks completed in less time, when compared to manual methods. Automating workflows is the solution to adopt when you have large amounts of data you need to export to Salesforce.

Automation softwares feature software robots, which have been developed to automate workflows. These programs are called Bots, which come in different types and can be configured to work together or on a standalone basis. Studies have shown that simply deploying one narrowly-focused software robot is extremely beneficial for business productivity.

Let’s consider the advantages of the Export to Salesforce Bot. For instance, you use DPA software to collect customer opinions on their experiences with current services. While application forms are available in the DPA system, responses must be exported to the CRM in order to update each respondent’s profile. Having to manually complete this task would take several days. However, you can click the “export to Salesforce button” and configure a software robot (Bot) to transfer the respondent’s form data straight into the CRM your company is using.

The benefits of using Bots are listed below:

  • Reclaims time and money which can be rededicated towards higher priority goals
  • Minimizes human error
  • Available 24/7
  • Transfers data seamlessly
  • Boosts business productivity

Bots can also be used to simplify the export of leads to Salesforce. Yet, even if you’re running a small business, there are always opportunities available for these software robots to unleash your company’s potential over a short period of time.

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