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.
- When this happens...New Lead
Triggers when a new lead was exported.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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