GeniusReferrals + Salesforce
Add new Genius Referrals referrals as leads in Salesforce
Using Genius Referrals to capture referrals and Salesforce to manage your leads? This Zap will shorten the time between closing those leads by automatically creating new leads in Salesforce. When Genius Referrals capture a new referral, this integration will automatically create a new lead for it on Salesforce.
Using Genius Referrals to capture referrals and Salesforce to manage your leads? This Zap will shorten the time between closing those leads by automatically creating new leads in Salesforce. When Genius Referrals capture a new referral, this integration will automatically create a new lead for it on Salesforce.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this...Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- then do this!Create Lead
Creates a new lead in Salesforce.
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