Elements Financial Advisor Tools + Salesforce
Add new Elements prospects as leads in Salesforce
Manually transferring new Elements prospects to Salesforce can be time-consuming and prone to errors. This integration simplifies the process by automatically adding new Elements prospects as leads in Salesforce. Focus on nurturing relationships and converting new clients while your CRM stays up-to-date, ensuring a seamless and efficient lead management experience.
Manually transferring new Elements prospects to Salesforce can be time-consuming and prone to errors. This integration simplifies the process by automatically adding new Elements prospects as leads in Salesforce. Focus on nurturing relationships and converting new clients while your CRM stays up-to-date, ensuring a seamless and efficient lead management experience.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
