Birdeye + Salesforce
Create new Salesforce leads from new Birdeye leads
Elevate your sales strategy with this efficient workflow. When new leads register in Birdeye, they're directly added to Salesforce, putting all pertinent information right at your fingertips. This streamlines your lead management process, boosting efficiency and potentially increasing revenue.
Elevate your sales strategy with this efficient workflow. When new leads register in Birdeye, they're directly added to Salesforce, putting all pertinent information right at your fingertips. This streamlines your lead management process, boosting efficiency and potentially increasing revenue.
- When this happens...New Lead
Triggers when new lead is created in birdeye
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try ItNew Payment
Triggers when a new payment is created in birdeye
Try ItClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
New Refund
Triggers when a new refund is created in birdeye
Try ItNew Lead
Triggers when new lead is created in birdeye
Try ItBusiness NumberRequired
Try ItBusiness IdRequired
First Name
Last Name
Customer Email
Customer Phone
External Reference ID
Custom Fields
Referred By Code
Referred By Email
Referred By Phone
Employee First Name
Employee Last Name
Employee Email Id
Employee Phone Number
