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Agent Response + Salesforce Integrations

How to connect Agent Response + Salesforce

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Supported triggers and actions

What does this mean?
  • Agent Response triggers, actions, and search

    New Portal Entry

    Triggers when a lead has been parsed from a portal such as Right Move, On The Market, etc.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      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.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      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.

    • ContactRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write

How Agent Response + Salesforce Integrations Work

  1. Step 1: Authenticate Agent Response and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Salesforce Tutorials

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About Agent Response

We help Letting and Estate Agents get better leads, freeing up your staff to make better use of their time & improve your customer service.

Related categories

  • CRM (Customer Relationship Management)
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