Create leads in Salesforce when new customers are created in Aryeo
Boost your sales efficiency by seamlessly linking Aryeo and Salesforce. Whenever a new customer is added on Aryeo, this workflow automatically syncs with Salesforce to create a fresh lead. This provides a convenient solution for managing customer data in real-time across sales and photoshoot scheduling platforms, optimizing your customer relationship management process at each step of the sales pipeline.
Boost your sales efficiency by seamlessly linking Aryeo and Salesforce. Whenever a new customer is added on Aryeo, this workflow automatically syncs with Salesforce to create a fresh lead. This provides a convenient solution for managing customer data in real-time across sales and photoshoot scheduling platforms, optimizing your customer relationship management process at each step of the sales pipeline.
- When this happens...Customer Created
Triggers when a new customer is created in Aryeo.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Appointment Assigned
Triggers when an Appointment is assigned to a user in your Account.
Try ItAppointment Rescheduled
Triggers when an Appointment is Rescheduled in your Account.
Try ItAppointment Unassigned
Triggers when a user is unassigned from an Appointment in your Account.
Try ItCustomer Updated
Triggers when a customer is updated in Aryeo.
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Appointment Canceled
Triggers when an Appointment is Canceled in your Account.
Try ItAppointment Scheduled
Triggers when an Appointment is Scheduled in your Account.
Try ItCustomer Created
Triggers when a new customer is created in Aryeo.
Try ItOrder Created
Triggers when a new Order is created in your Aryeo account.
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