Badger Maps + Salesforce

Badger Maps + Salesforce integrations

Create leads in Salesforce for new accounts in Badger Maps

Maintain up-to-date leads within your sales environment with this streamlined workflow. As soon as a new account is created in Badger Maps, a lead is immediately crafted in Salesforce. This efficient mechanism not only helps manage your sales pipeline but also ensures no potential customer slips through the cracks. The result: better tracking and follow-ups, maximizing your sales opportunities.

When this happens...
New AccountTriggers when you or a user you manage creates an Account.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with Badger Maps and Salesforce

Discover other triggers and actions you can use with Badger Maps and Salesforce

New Account
Triggers when you or a user you manage creates an Account.
Trigger
Instant
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Account Updated
Triggers when you or a user you manage updates an Account.
Trigger
Instant
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- Account ID
  Required
Action
Write
- Account Badger ID
- Account External ID
- Account Name, Address, or Phone
Action
Search
- Email Address or User ID
  Required
Action
Search

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Check-In
Triggers when you or a user you manage checks-in at an Account.
Trigger
Instant
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- Account Name
  Required
- Account Address
  Required
- Account Owner
- Account External ID
- Account Phone Number
- Account Email
- Account Follow-Up Date
- Account Latitude
- Account Longitude
Action
Write
- Account ID
  Required
- Account Location ID
  Required
- Account Name
- Account Address
- Account Owner
- Account Phone Number
- Account Email
- Account Follow-Up Date
- Account Latitude
- Account Longitude
Action
Write
- Check-in ID
  Required
- Customer ID
  Required
Action
Search
- Account Badger ID
- Account External ID
- Account Name, Address, or Phone
- Account Name
  Required
- Account Address
  Required
- Account Owner
- Account Phone Number
- Account Email
- Account Follow-Up Date
- Account Latitude
- Account Longitude
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Badger Maps

Badger Maps is a sales productivity and planning app for outside salespeople.

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