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GoSquared + Salesforce

Create Salesforce contacts from new GoSquared smart group entries

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.

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.

  1. When this happens...
    GoSquaredGoSquared
    User Entered Smart Group

    Triggers when a user enters a specific Smart Group.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Unverified Leads?

    • Delay (In Seconds)Required

    Trigger
    Instant
    Try It
    • Include Unverified Leads?

    • Smart GroupRequired

    Trigger
    Instant
    Try It
    • Visitor ThresholdRequired

    Trigger
    Instant
    Try It
    • Person EmailRequired

    • First Name

    • Last Name

    • Created at Time

    • Company Name

    • Company Position

    • Company Industry

    • Company Size

    • Status

    • Username

    • Phone Number

    • Profile Picture URL

    • Id

    • Custom Properties

    Action
    Write
    • Include Unverified Leads?

    • Smart GroupRequired

    Trigger
    Instant
    Try It
    • Visitor ThresholdRequired

    Trigger
    Instant
    Try It
    • Person EmailRequired

    • Event NameRequired

    • Event Data

    Action
    Write
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About GoSquared

GoSquared is a customer analytics platform that brings together all your customer information in one place. GoSquared enables teams to easily search, discover and take action on their customer data, enabling them to acquire more customers, provide better support, and build a better product.
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Related categories

  • Marketing Automation

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