Credit Letters Software + Salesforce
Create records in Salesforce for new leads in Credit Letters Software
Using Salesforce to manage your lead data? Set up this automation, which creates a new Salesforce record with the details of every new lead in Credit Letters Software to keep your lead details effortlessly up to date.
Using Salesforce to manage your lead data? Set up this automation, which creates a new Salesforce record with the details of every new lead in Credit Letters Software to keep your lead details effortlessly up to date.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
