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Post new Salesforce leads to Convo

  1. When this happensStep 1: New Lead

  2. Then do thisStep 2: Create Template Post

Make sure you know about every new lead that's added to your team's Salesforce account by having Zapier post info about each new lead in Convo.

How It Works

  1. A new lead is created in Salesforce
  2. Zapier automatically posts that information to Convo

What You Need

  • A Salesforce account
  • A Convo account
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Connect Convo + Salesforce in Minutes

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

All Triggers & Actions

Create Account

Create a new account.

Create Campaign

Create a new campaign.

Create Case Comment

Create a new comment on a case.

Add a Contact to a Campaign

Add a contact to a campaign.

Create Custom Object

Create a new custom object (of the type you choose).

Create Attachment

Create a new attachment (max 25MB).

Create Case

Create a new case.

Create Contact

Create a new contact.

Update Contact

Update an existing contact.

Update Custom Object

Update an existing custom object (of the type you choose).

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