GoSquared People takes the effort out of understanding your users. Use Smart Groups to quickly save any combination of filters that match your companies definition of a strong sales lead. When a new user matchers these filters, Zapier will automatically add them as a new Contact in Salesforce.
Note: This Zap doesn't create contacts for people that are already in the Smart Group. It will only create contacts for new people that enter the group once this Zap is turned on.
How It Works
- A person enters a Smart Group in GoSquared People
- Zapier creates a new contact in Salesforce
What You Need
- GoSquared account
- Salesforce account
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Triggers when a user exits a specific Smart Group.
Tracks a new event in GoSquared.
Triggers when a user enters a specific Smart Group.
Create a new profile or update an existing one in People CRM.
Triggers when the number of currently online visitors goes above a certain threshold.
Create a new lead.
Triggers when a new lead is created.
Add a lead to a campaign.
Triggers when a new custom object (of the type you choose) is created.
Create a new custom object (of the type you choose).