Channlworks + Salesforce

Channlworks + Salesforce integrations

Create leads in Channlworks for new records in Salesforce

Automatically create leads in Channlworks whenever new records are added in Salesforce. This Zap streamlines your workflow by adding key details of records from Salesforce to Channlworks, ensuring timely and accurate lead follow-up without manual effort. Save time and improve efficiency with this seamless integration.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create LeadCreates a Lead in Channlworks
ActionWrite

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More things you can do with Salesforce and Channlworks

Discover other triggers and actions you can use with Salesforce and Channlworks

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
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- Salesforce Object
  Required
Trigger
Polling
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- 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 Customer Account
Triggers when new customer account is added.
Trigger
Polling
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New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
Polling
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New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
Polling
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New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
Polling
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New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
Polling
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New Organization Account
Triggers when new organization account is added.
Trigger
Polling
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
Polling
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
Polling
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New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
Polling
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- Account Name
  Required
- Website
  Required
- Number of Employees
- Address
- Phone Number
Action
Write
- Account ID
  Required
- Name
  Required
- Work Email
  Required
- Phone Number
- Role
Action
Write
- Opportunity ID
  Required
- Brief Description
  Required
- Approver
Action
Write
- Contact Id
  Required
- Name
- Phone Number
- Role
Action
Write
- Opportunity ID
  Required
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Contact Id
  Required
- Phone Number
- Role
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search

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
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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
New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Polling
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New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Polling
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New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Polling
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New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Polling
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New Customer Contact
Triggers when new customer contact is added.
Trigger
Polling
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New Organization Contact
Triggers when new organization contact is added.
Trigger
Polling
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New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Polling
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New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Polling
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- Lead ID
  Required
- Name
  Required
- Details
  Required
- Stage
  Required
- Expected Value Currency
  Required
- Expected Value
  Required
- Expected Quantity
  Required
- Expected Win Date
  Required
- Contract Start Date
- Contract End Date
Action
Write
- Module
  Required
- Module Reference ID
  Required
- Header
  Required
- Content
  Required
- Discussion Date
- Participants
Action
Write
- Lead Name
  Required
- Owner Name
  Required
- Owner Email
  Required
- Approver Name
  Required
- Approver Email
  Required
- Account Name
  Required
- Website
  Required
- Source
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Expected Lead Value Currency
  Required
- Expected Lead Value
  Required
Action
Write
- Account ID
  Required
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Lead ID
  Required
- Owner Email
- Source of Lead
- Expected Lead Value
Action
Write
- Account ID
  Required
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search

About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

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Related categories

Sales & CRM

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Create Salesforce records (UTC) for new Channlworks Insights leads

Create Salesforce records (UTC) for new opportunities from insights in Channlworks