Channlworks + Salesforce
Create Salesforce records (UTC) for new Channlworks Insights leads
This Zapier template automates the process of creating a record in Salesforce whenever a new lead is added in Channlworks Insights. This integration helps streamline your customer data management between these two platforms.
This Zapier template automates the process of creating a record in Salesforce whenever a new lead is added in Channlworks Insights. This integration helps streamline your customer data management between these two platforms.
- When this happens...
New Lead From InsightsTriggers when new lead appears on lead insights.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Record (UTC)Creates a new record of a specified Salesforce object. Dates use the UTC format.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer Account
Triggers when new customer account is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer Contacts Activity
Triggers for customer contacts logs
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead Activity
Triggers whenever there’s a new activity update from any lead.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization Contacts Activity
Triggers for organization contacts logs
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization Account
Triggers when new organization account is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead From Insights
Triggers when new lead appears on lead insights.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccount NameRequired
WebsiteRequired
Number of Employees
Address
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
NameRequired
Work EmailRequired
Phone Number
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Brief DescriptionRequired
Approver
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Name
Phone Number
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Stage
Expected Value
Expected Volume
Expected Win Date
Contract Start Date
Contract End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Phone Number
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer Accounts Activity
Triggers for customer accounts logs
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when new lead is added where user is a stakeholder in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization Accounts Activity
Triggers for organization accounts logs
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer Contact
Triggers when new customer contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization Contact
Triggers when new organization contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew POV Request
Triggers when new POV request is added where user is a stakeholder in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead IDRequired
NameRequired
DetailsRequired
StageRequired
Expected Value CurrencyRequired
Expected ValueRequired
Expected QuantityRequired
Expected Win DateRequired
Contract Start Date
Contract End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Module Reference IDRequired
HeaderRequired
ContentRequired
Discussion Date
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
Owner NameRequired
Owner EmailRequired
Approver NameRequired
Approver EmailRequired
Account NameRequired
WebsiteRequired
SourceRequired
Contact NameRequired
Contact EmailRequired
Contact Phone
Expected Lead Value CurrencyRequired
Expected Lead ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Owner Email
Number of Employees
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Owner Email
Source of Lead
Expected Lead Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Owner Email
Number of Employees
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch attribute nameRequired
Search attribute valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Channlworks
Related categories
