Convo
When this happens...
SalesforceNew Lead
Then do this...
ConvoCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Post

Creates a new post in Convo.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Lead

Create a new lead.

New Contact

Triggers when a new contact is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Opportunity

Triggers when a new opportunity is created.

Create Custom Object

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

New Case

Triggers when a new case is created.

Add a Contact to a Campaign

Add a contact to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.

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

See Salesforce Integrations