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Contactout + Salesforce Essentials

Create Salesforce Essentials records for new Contactout leads

Streamline your lead management process by connecting ContactOut with Salesforce Essentials. With this workflow, whenever a new lead is added in ContactOut, a record is created in Salesforce Essentials instantly. Save time by eliminating manual data entry, ensuring accurate information, and making sure your sales team can effectively follow up with prospects.

Streamline your lead management process by connecting ContactOut with Salesforce Essentials. With this workflow, whenever a new lead is added in ContactOut, a record is created in Salesforce Essentials instantly. Save time by eliminating manual data entry, ensuring accurate information, and making sure your sales team can effectively follow up with prospects.

  1. When this happens...
    ContactoutContactout
    New Lead

    Triggers when a new lead was exported.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

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

    New Lead

    Triggers when a new lead was exported.

    Trigger
    Instant
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • LeadRequired

    Action
    Write
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • ContactRequired

    Action
    Write

    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
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About Contactout

Find anyone's personal email & phone number. Hire talent 10x faster with the most powerful sourcing platform available

Related categories

  • Contact Management
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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