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Add new Cobot members as Salesforce leads

  1. When this happensStep 1: Membership Confirmed

  2. 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

  1. A new member is added to Cobot
  2. Zapier creates new lead in Salesforce

What You Need

  • Cobot account
  • Salesforce account
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Connect Cobot + Salesforce (Legacy) in Minutes

It's easy to connect Cobot + Salesforce (Legacy) and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantMembership Cancelation Changed

Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels their membership. But also triggers when an admin cancels a member or moves the cancellation date to another date.

InstantMembership Canceled

Triggers when the member has actually been canceled by cobot so that his membership is no longer active.

InstantNew Booking

Triggers when a new booking is made for a resource like a meeting room.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

InstantMembership Plan Changed

Triggers when a Members Plan is changed either by them or an admin.

InstantMembership Confirmed

Triggers when a membership is confirmed. This could be immediately upon confirmation by an admin or to the date the membership should become active.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

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