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This integration is supported through Zapier, enabling seamless automation between DigiParser and Salesloft. No coding required - set up your workflow in minutes.
View on ZapierConnect DigiParser with Salesloft
DigiParser
DigiParser is an AI-powered document processing solution that extracts data from various document types using OCR technology. It automates data entry and streamlines document workflows.
Salesloft
Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.
Popular Use Cases
Automated Invoice Processing
Extract invoice data (amounts, dates, vendors, line items) from PDFs and images, then automatically create or update records in Salesloft. Perfect for accounting and finance teams.
Receipt & Expense Management
Scan receipts on the go, extract expense data automatically, and sync directly with Salesloft. Streamline expense reporting and reimbursement workflows.
Lead Capture from Forms
Process application forms, contact sheets, or registration documents and automatically populate customer data in Salesloft. Eliminate manual data entry for sales and marketing teams.
Contract & Document Digitization
Extract key terms, dates, and parties from contracts and agreements, then store structured data in Salesloft. Build searchable document databases effortlessly.
How It Works
Connect DigiParser with Salesloft in just a few steps:
- Choose your trigger:
Select a trigger from either DigiParser or Salesloft. A trigger is the event that starts your Zap. From DigiParser, you can use the "Document Parsed" trigger when a document has been processed. From Salesloft, you can use any trigger that provides files or document URLs.
- Set up your action:
Choose what happens next in your workflow. You have two main options:
- Process new documents: Use Salesloft's triggers to send files to DigiParser's "Import Document" or "Import Document Async" actions for OCR and data extraction.
- Handle extracted data: Use DigiParser's "Document Parsed" trigger to send extracted data to Salesloft's actions for further processing.
- Your integration is ready!
With Zapier, connecting DigiParser to Salesloft is simple. Create powerful workflows by chaining multiple actions together and save hours every month through automation.
Supported triggers and actions
Available Triggers
Document Parsed
Triggers when a document has been successfully parsed (new or old document), and OCR-extracted data is available for use.
Available Actions
Import Document
Import a document using a file or file URL into DigiParser for OCR and data extraction.
Import Document Async
Asynchronously import a document using a file or file URL into DigiParser for OCR and data extraction. The result will be available via a trigger.
Benefits of Integrating DigiParser with Salesloft
⏱️ Save Time
Eliminate manual data entry and automate document processing. What used to take hours now happens in seconds.
🎯 Reduce Errors
Improve accuracy with AI-powered data extraction. Minimize human error and ensure data consistency.
📈 Scale Operations
Process thousands of documents automatically without hiring additional staff or resources.
Frequently Asked Questions
How do I connect DigiParser to Salesloft?
You can connect DigiParser to Salesloft through Zapier in just a few clicks. Simply create a new Zap, select DigiParser and Salesloft as your apps, choose your trigger and action, and configure the data mapping. No coding or technical knowledge required.
Do I need a Zapier account?
Yes, you'll need a Zapier account to connect DigiParser with Salesloft. Zapier offers a free tier that allows you to create basic automations. For more advanced workflows and higher task limits, paid plans are available.
What types of documents can DigiParser process?
DigiParser can process various document types including PDFs, images (JPG, PNG), invoices, receipts, purchase orders, contracts, forms, identity documents, and more. The AI-powered OCR engine can extract text and data from both structured and unstructured documents.
Is my data secure?
Yes, DigiParser takes data security seriously. All documents are processed using encrypted connections, and data is stored securely following industry best practices. DigiParser is compliant with major data protection regulations including GDPR and SOC 2.
Can I customize what data gets extracted?
Absolutely! DigiParser allows you to create custom parsers tailored to your specific document types. You can define exactly which fields to extract and how they should be formatted before sending to Salesloft.
What if I need help setting up the integration?
DigiParser offers comprehensive documentation, video tutorials, and email support to help you set up your integration. Our team is ready to assist you with any questions or custom requirements you may have.
Get Started with DigiParser
Ready to automate your document processing? Start your free trial today and discover how DigiParser can transform your workflow.