Product Spotlight: Salesforce as a Destination
You can now set up your Salesforce® account as a Destination for your mobile forms submissions and send data right to your account.
Send Mobile Forms Data Directly to Salesforce®
Data can be used to create new objects in Salesforce®, so you can add new contacts, create new leads during sales visits, attach data to existing objects, or even update custom objects you have created specifically for your business.
Choose any of the editable Salesforce® objects to map submission data and create new records within your account.
Set Up Your Salesforce® Destination
The Device Magic Salesforce® destination is easy to set up. From the Destinations section of your Device Magic account, just click to add a new Destination, select Salesforce® and complete the quick authorization process. You can then choose which objects you’d like to send your data submissions to.
This step-by-step guide in our Help Center will take you through the process of setting up your Salesforce® destination.
Watch Videos or visit our Help Center for more assistance and info on using Device Magic Mobile Forms.
Ready to get started automating form processes with mobile forms for your business? We can help.