Go1 + Salesforce
Add Go1 users from new Salesforce leads
You can act off every new lead, and save yourself time during the onboarding process of new users, by configuring a Zapier integration with your Salesforce leads. This integration was designed to capture all new leads in your Salesforce account and save them as users in your Go1 portal. This will help you respond instantly to new users, and automatically begin them on the next steps of the onboarding process (email) once they become a new customer.
You can act off every new lead, and save yourself time during the onboarding process of new users, by configuring a Zapier integration with your Salesforce leads. This integration was designed to capture all new leads in your Salesforce account and save them as users in your Go1 portal. This will help you respond instantly to new users, and automatically begin them on the next steps of the onboarding process (email) once they become a new customer.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create User
Creates a new user in your portal.
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