How to connect Agent Response + Salesforce
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Form Completed by Lead
Triggers when a lead fills in an Agent Response form.Try ItTriggerScheduled
The Agent Response office ID you wish to add the enquiry to.
The email address of the lead
Type of EnquiryRequired
The type of enquiry.
The name of the lead
The telephone number of the lead
Any additional information the lead has sent.
The property address that the lead is interested in.
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
New Portal Entry
Triggers when a lead has been parsed from a portal such as Right Move, On The Market, etc.Try ItTriggerScheduled
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Pick which type of object you want to watch for changes on.
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
How Agent Response + Salesforce Integrations Work
- Step 1: Authenticate Agent Response and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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