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Export to Salesforce Bot

Eliminate manual data entry errors while ensuring business data accuracy and accountability. Automatically transfer data to the Salesforce records of your choice using the Export to Salesforce Bot.
Try automation, it’s free!
What the Bot does
The Bot uploads completed document(s) to the selected Salesforce record(s) based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically send completed sales orders, sales quotes, contracts, and more to the Salesforce record of your choice.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 44 Templates
  • Used in 25 Workspaces
  • Installed 467 times in the last 30 days
  • 99% success rate
Star Rating
4.5 out of 5
(39 votes)
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Get your automated workflows up and running in minutes with the Export to Salesforce Bot. No coding required.

Add search conditions to quickly find the record you need
Configure Bot settings
First, connect to your Salesforce account. Once connected, select a Salesforce starting record. Find the record you need and select one or multiple documents that will be uploaded to the Salesforce record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
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 document fields and tell the Bot to export the document when these fields have been filled out.
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View the Bots log or use tags to check if the Bot ran successfully
Get your data exported 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 completed document will be uploaded to the selected Salesforce record.
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Install the Export to Salesforce Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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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.

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.