DealMachine + Salesforce

DealMachine + Salesforce integrations

Create new Salesforce records for updated leads in DealMachine

Streamline your sales process with this powerful workflow. As soon as a new lead is generated in DealMachine, a corresponding record will be created in Salesforce. This seamless integration ensures that every potential customer is captured, letting you focus on closing deals rather than manually updating databases. Improve your efficiency, reduce errors, and enhance your CRM management with this DealMachine and Salesforce automation.

When this happens...
New LeadTriggers when a new lead is added to your team's DealMachine account.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with DealMachine and Salesforce

Discover other triggers and actions you can use with DealMachine and Salesforce

New Lead
Triggers when a new lead is added to your team's DealMachine account.
Trigger
Instant
Try It
Lead Status Change
Triggers when a status changes for a property.
Trigger
Instant
Try It
- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Team Member ID
  Required
Action
Write
- Lead ID
  Required
Action
Write

- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Mailer Sequence ID
Action
Write

- Lead ID
  Required
- Lead Status
  Required
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Team Member
Triggers when a new team member is added to your team.
Trigger
Polling
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- Address Line 1 (Parsed Address)
- Address Line 2 (Parsed Address)
- City (Parsed Address)
- State (Parsed Address)
- Zip Code (Parsed Address)
- Latitude (Lat/Lng)
- Longitude (Lat/Lng)
- Full Address (Full Address)
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Custom Field ID
  Required
- New Value
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

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CRM (Customer Relationship Management)

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About Salesforce

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

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