Create SalesforceIQ relationships from GoSquared smart groups
When this happensStep 1: User Entered Smart Group
Then do thisStep 2: Create Relationship
Never miss a sales opportunity again! GoSquared People makes finding new sales leads effortless. Quickly combine filters that describe your typical lead and save them as a Smart Group. When a new user matches these filters, Zapier will automatically add them as a new Relationship in SalesforceIQ.
Note: This Zap doesn't create relationships for people that are already in a Smart Group. It will only create relationships for 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 relationship in SalesforceIQ
What You Need
- GoSquared account
- SalesforceIQ account