How to Collect Customer Data via Online Fillable Forms into Salesforce

Collect Customer Data with DaDaDocs Data Collection Tool

Document routine is an important part of a company’s image, which is why managers constantly look for the way to streamline this part of customer communication in their CRMs. The ability to collect customer data directly into Salesforce has been made easy for all parties and reduces the data exchange process from hours to minutes, saving time for other tasks.

Data Collection is a tool that acts as an interactive bridge between an online fillable PDF form and a Salesforce account. Using DaDaDocs to collect customer data and merge it with Salesforce objects requires no coding or knowledge of HTML at all. You can send a dynamic PDF document link for your client to fill out and the data which your client adds to the document will automatically appear in a new Salesforce object.

With DaDaDocs Data Collection you can turn any PDF into your source of information. All you have to do is turn it into a dynamic online fillable PDF form with DaDaDocs’ intuitive editing tools and connect it with the Salesforce object. For example, a regular contact form can be hosted on your company website. Any time newcomers leave their name and email address via this form, a new record will be automatically created in Leads or Opportunities.

How to Bring Data into Salesforce Using a PDF Document

collect customer data into Salesforce

First, choose a PDF that will act as a runner between your customer and your Salesforce account. It could be an offer, application or contact form – any standard document for your enterprise.

Use DaDaDocs for this document and turn it into an online fillable PDF form:

  • Go to Document section in the DaDaDocs menu, select a document and click Data Collection. DaDaDocs allows you either to create a new record or to update an existing record with this tool. Choose one of these two options, then drag and drop the fields you would like to be filled out, such as a signature, text or date field, onto your document.
  • Here comes the trickiest part – Every time you add a field to your document, you must define what type of Salesforce record it represents:

For instance, if you ask your customer to provide an amount of ordered items or a contact number in a document, drag and drop a number field on it. DaDaDocs connects this field with an Opportunity record. Click on the Number field and you’ll see a dropdown menu with the objects available for your new Opportunity. Choose an object, like Amount or Phone number, and the input information will automatically appear in this part of the record.

  • Changes in the document cannot be saved without adding two final parts of the Opportunity: “closed date” (date field) and “stage” such as prospecting, qualification, needs analysis, value proposition, closed won or closed lost (dropdown field).
  • Once you’ve finished, you’ll receive a notification with a shareable link to the Data Collection form. All links to all created templates are available in Data Collection section in DaDaDocs. Click “Copy link” and send it to your customer. When they’re done filling out your PDF, a new record in your Salesforce objects will appear with a copy of the completed PDF.

Check out DaDaDocs Data Collection and other powerful tools for your Salesforce organization with a 30-day free trial.