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CONSENSUS + Salesforce

Create Salesforce records from new demos watched in CONSENSUS

As your viewers engage with their DemoBoards, you will want to be able to pass this vital data into your other marketing and CRM tools. Use this automation to pass through view data automatically, including personalization responses, view time, and more!

As your viewers engage with their DemoBoards, you will want to be able to pass this vital data into your other marketing and CRM tools. Use this automation to pass through view data automatically, including personalization responses, view time, and more!

  1. When this happens...
    CONSENSUSCONSENSUS
    Demo Watched

    Triggers when a demo is watched from Sales Accelerator.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CONSENSUS triggers, actions, and search

    Demo Watched

    Triggers when a demo is watched from Sales Accelerator.

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • CONSENSUS triggers, actions, and search

    New Lead

    Triggers when a new lead is collected in Consensus.

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About CONSENSUS

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

Related categories

  • Marketing
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About Salesforce

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

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