Minimize the time copying and pasting information within work tools and reacting to user engagement. Zapier allows you to get Cliengo customers quickly where they need to be and transforming them into Salesforce leads as soon as they interact with Cliengo. With this automation, every time Cliengo obtains a new customer, Zapier will copy the contact information and create a new Salesforce lead.
##How this Cliengo-Salesforce integration works 1. A new Cliengo customer 2. Zapier creates a lead in Salesforce
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Se activa cuando un cliente es creado / Triggers when a new customer is created.
Crear un nuevo contacto / Creates a new customer.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.