Add new Cobot members as Salesforce leads
When this happensStep 1: Membership Confirmed
Then do thisStep 2: Create Lead
Use Salesforce to manage the marketing of your co-working space? Now, with the help of Zapier, you can add members into Cobot and they appear directly in Salesforce as well! Keep a separate workflow for your marketing team to upsell them into offices or bigger plans, or add leads into Cobot on free plans (Cobot won't charge you for them) and then you can nudge them onto paying plans in your space.
Note: This Zapier integration doesn't import members already added to Cobot.
How It Works
- A new member is added to Cobot
- Zapier creates new lead in Salesforce
What You Need
- Cobot account
- Salesforce account