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  • How do I attach multiple files to a Salesforce Lead record using Zapier with Formidable Forms web-to-lead form?
Best answer

How do I attach multiple files to a Salesforce Lead record using Zapier with Formidable Forms web-to-lead form?

  • 17 January 2024
  • 1 reply
  • 137 views
R

We have a Formidable Forms web-to-lead form on our website. When a form is submitted Zapier takes the form entry and creates a Lead record in Salesforce.

This is working well but we now want to allow website visitors the ability to upload up to 5 files on the form. After the lead record is created I want to attach these files to it. The part I'm struggling with here is that Zapier handles the files as links. 

I currently have the lead record set up to take 1 file link in a custom URL field, but I need to scale this solution to be able to handle 5 files and I think I need to abandon the custom field and use files or attachments on the record. I know in Zapier there is an action to add files or attachments to a record in Salesforce, but as I mentioned the files are stored as links so I don’t think that will work. 

Has anyone had success with this?

Thanks!

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Best answer by Troy Tessalone 17 January 2024, 16:06

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @ryan23 

You can use the Looping app to iterate: https://zapier.com/apps/looping/help

Help article for sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453

  • File URL (public)
  • File Object

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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