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Gavel + Salesforce

Add leads to Salesforce campaigns when new workflows are completed in Gavel

This Zapier automation will create a lead in an existing Salesforce campaign when your team or a client completes a new workflow. This allows you to collect data in Gavel and automatically record relevant information from that large dataset in Salesforce, saving you time and reducing the chance of errors.

This Zapier automation will create a lead in an existing Salesforce campaign when your team or a client completes a new workflow. This allows you to collect data in Gavel and automatically record relevant information from that large dataset in Salesforce, saving you time and reducing the chance of errors.

  1. When this happens...
    GavelGavel
    Workflow Completed

    Triggers when a workflow is completed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow NameRequired

    Trigger
    Instant
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  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Workflow NameRequired

    • Do you want to skip the review page?

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Gavel

Gavel is a no-code platform for document automation and building expert systems.

Related categories

  • File Management & Storage
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About Salesforce

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

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