Customers.ai + Salesforce
Create Salesforce leads from new Customers.ai contacts
Initiate a seamless workflow between Customers.ai and Salesforce with this automation. When a new contact is added in Customers.ai, a corresponding lead is instantly created in Salesforce, enabling immediate follow-up and efficient customer relationship management. Streamline your lead generation process and eliminate manual data entry, maximizing your team's productivity and responsiveness.
Initiate a seamless workflow between Customers.ai and Salesforce with this automation. When a new contact is added in Customers.ai, a corresponding lead is instantly created in Salesforce, enabling immediate follow-up and efficient customer relationship management. Streamline your lead generation process and eliminate manual data entry, maximizing your team's productivity and responsiveness.
- When this happens...New Contact
Triggers when a new contact is added to your page.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
