Create Salesforce leads from new Convertri submissions
Improve efficiency in your sales process with this handy workflow. Once configured, each time a new submission is received in your Convertri app, a lead is instantly created in Salesforce. This automation not only saves time but also ensures that no potential lead falls through the cracks. Enjoy seamless connectivity between Convertri and Salesforce with this workflow.
Improve efficiency in your sales process with this handy workflow. Once configured, each time a new submission is received in your Convertri app, a lead is instantly created in Salesforce. This automation not only saves time but also ensures that no potential lead falls through the cracks. Enjoy seamless connectivity between Convertri and Salesforce with this workflow.
- When this happens...New Submission
Triggers when a form or checkout is submitted from anywhere in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps