Nanonets OCR + Salesforce Integration

Integrate Nanonets OCR to Salesforce in one click, or tell Integrately AI how you want each record handled. Extract text from documents, create records, update fields, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Nanonets OCR
    Prediction is created in Nanonets OCR Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Nanonets OCR
    Create prediction for image file in Nanonets OCR
  • Nanonets OCR
    Create prediction for image url in Nanonets OCR
  • Nanonets OCR
    Create OCR model in Nanonets OCR
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Nanonets OCR + Salesforce Integration

Extract predictions, create Salesforce records, update fields, alert your team, and log details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Nanonets OCR + Salesforce flow

Send extracted document data to storage, notify teams on chat, and update accounting or CRM tools instantly. Pick a combination and activate it in one click.

Nanonets OCR
Salesforce
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
AirtableAirtable (3)
G
N
S
When a new file is uploaded to Google Drive, create a prediction in Nanonets OCR and create a record in Salesforce.
Files added to Google Drive are processed by Nanonets OCR immediately, and the extracted data populates Salesforce without manual typing.
N
S
G
When a prediction is created in Nanonets OCR, create a Salesforce record and save the file in Google Drive.
Store processed document predictions directly in Google Drive while updating Salesforce records automatically.
G
N
S
Use Claude to process Google Drive files via Nanonets OCR, and update the matching record in Salesforce.
AI analyses document text extracted by Nanonets OCR from Google Drive before updating Salesforce records.

Supported triggers and actions for Nanonets OCR and Salesforce

Mix and match to build the exact automation you need

Nanonets OCR
Nanonets OCR Triggers & Actions
Instant
Prediction is created in Nanonets OCR
Triggers the automation when a prediction is created
Try it →
Create prediction for image file in Nanonets OCR
Generates a prediction for an image file
Try it →
Create prediction for image url in Nanonets OCR
Generates a prediction for an image url
Try it →
Create OCR model in Nanonets OCR
Generates a model that can extract text from images or scanned documents
Try it →
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Create record in Salesforce
Generates a new record
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Nanonets OCR + Salesforce?

Streamline document processing and CRM updates with ready-made automation workflows.

What you can automate?
📄
Turn document scans into Salesforce records
Extract text from images and documents using Nanonets OCR and create corresponding records in Salesforce automatically without manual typing.
🔍
Capture every extracted data field
Map all available text fields from your Nanonets OCR predictions into separate Salesforce record attributes instead of just basic names.
🔔
Alert your team on document completion
Send instant notifications to your team whenever Nanonets OCR finishes processing a document and updates Salesforce.
🔀
Route records based on extracted text
Perform different actions in Salesforce depending on specific keywords or values found in the Nanonets OCR prediction output.
🔄
Keep Salesforce records up to date
Automatically update existing Salesforce records whenever new document predictions are generated in Nanonets OCR.
🛡️
Prevent duplicate CRM entries
Search existing records before creating new ones in Salesforce to ensure clean data management after OCR extraction.
Handle later status changes smoothly
Update Salesforce record stages when document verification statuses change or additional processing steps complete.
💬
Extend your workflow to team chat apps
Trigger automated alerts in Slack or Microsoft Teams as soon as Nanonets OCR and Salesforce finish processing data.
And much more...

Who is Nanonets OCR + Salesforce integration for?

Teams processing high volumes of documents and customer records benefit from instant data extraction and CRM synchronisation, eliminating manual entry errors.

Data analysts
Data analysts
Operations managers
Operations managers
Client success teams
Client success teams
Document processing teams
Document processing teams
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📈
Data analysts
You're processing customer documents through Nanonets OCR but your reporting sheet only updates when someone manually exports records, so the metrics you're reviewing are always a few hours behind — with this integration, every new prediction populates Salesforce instantly and your data stays current.
Operations managers
You oversee document intake pipelines but find out about processing delays long after they happen, leaving customer records sitting in queues — automating both apps means every document scan triggers a Salesforce update the moment it completes.
🤝
Client success teams
You answer to stakeholders who want to see account progress and onboarding document verification in real time, but manual data entry creates backlogs — this integration means every processed file immediately updates client files in Salesforce.
📑
Document processing teams
The volume of incoming invoices and forms is too high for anyone to keep up by hand, leading to missed customer records and delayed entries — integrating these apps means Nanonets OCR handles text recognition while Salesforce captures every record automatically.
💼
Sales representatives
You own the follow-up step and depend on document processing teams to hand over customer details before you can reach out, causing valuable hours of delay — with this integration, new lead data flows straight from Nanonets OCR into Salesforce without friction.
🛡️
Compliance officers
You need a reliable audit history for every processed document and customer record, but manual data transfers keep leaving gaps in your logs — automating both apps means every document prediction creates an accurate, traceable entry in Salesforce.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Nanonets OCR + Salesforce

Build and manage your Nanonets OCR + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Nanonets OCR + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Nanonets OCR to Salesforce?
Frequently Asked Questions
You can connect Nanonets OCR to Salesforce instantly using 1-click workflows on Integrately or ask Integrately AI to build the automation. It links with apps like Google Drive, Slack, and HubSpot without any coding.
Can I automatically create Salesforce records from Nanonets OCR document predictions?
Frequently Asked Questions
Can I connect Nanonets OCR, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Nanonets OCR and Salesforce?
Frequently Asked Questions
How does Nanonets OCR handle data extraction for this integration?
Frequently Asked Questions
How does Salesforce update records from Nanonets OCR?
Frequently Asked Questions
Do I need coding skills to automate Nanonets OCR and Salesforce?
Frequently Asked Questions
Is the Nanonets OCR and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Nanonets OCR or Salesforce With 1500+ Other Apps

Nanonets OCR
Popular Nanonets OCR Integrations
Connect Nanonets OCR to storage, cloud drives, and document tools to streamline file text extraction.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, support, and communication tools to keep customer pipelines updated.