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Hi everybody,

In my organization we would like to create an onboarding form that has to be filled-in by clients and then easily imported in Salesforce.

This data would be imported on a custom object.

I don’t want to convert my PDF to a CSV and use Import Wizard every time. 

Do you know any app that could help me with that?

 

Hi @SpookyGhost16 

Good question.

If you use an esign app then all the data would be digital and structured for us in automation between the apps.

Esign apps: https://zapier.com/apps/categories/signatures

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