DiscoverData + Salesforce Essentials

DiscoverData + Salesforce Essentials integrations

Create Salesforce Essentials records for new B2B leads in DiscoverData

Once this Zapier integration is active, whenever you have a new B2B lead in DiscoverData, a corresponding Salesforce Essentials record will be generated automatically.

When this happens...
New B2B LeadTriggers when a new B2B lead is created.
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with DiscoverData and Salesforce Essentials

Discover other triggers and actions you can use with DiscoverData and Salesforce Essentials

New B2C Lead
Triggers when a new B2C lead is created.
Trigger
Polling
Try It
New Firmographic Lead
Triggers when a new Firmographic lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write

- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search

- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

New B2B Lead
Triggers when a new B2B lead is created.
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About DiscoverData

DiscoverData helps you convert your website browsers into buyers by leveraging our AI matching technology.

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Related categories

Business Intelligence

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier