BatchLeads + Salesforce

Update BatchLeads properties when a Salesforce record field is changed

Stay updated with your real estate portfolio with this seamless workflow. Whenever there is a change in a record in Salesforce, it swiftly adds a new property detail in BatchLeads. This modern automation facilitates efficient record keeping and prevents you from missing out on important property updates. Streamline your property management process with this efficient automation and save your precious time for strategic planning.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Add Property
Add property to BLS
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Scheduled
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New Property Added
Triggers when a new property is added.
Trigger
Scheduled
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Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Scheduled
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- From Date
Trigger
Scheduled
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SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Scheduled
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- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write

- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- From Date
Trigger
Scheduled
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Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Scheduled
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Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Scheduled
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SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Scheduled
Try It
- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
Action
Write

About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

BatchLeads + Salesforce

Update BatchLeads properties when a Salesforce record field is changed

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

SMS Message Is Sent to a Lead

New Property Added

Property Is Skip Traced (Email Available)

Property Becomes Vacant

From Date

SMS Lead Marked as "Follow Up"

SMS Lead Marked as "Refer to Realtor (Agent)"

Add Phone Number to DNC

Phone NumberRequired

Add Property to a List

Property IDsRequired

List NameRequired

Skip Trace Property

Property IDsRequired

Skip Trace NameRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File

FileRequired

Title

Description