HappyForms + Salesforce
Create Salesforce leads from new HappyForms activities
Effortlessly capture leads from HappyForms directly into Salesforce with this streamlined workflow. Whenever there's a new activity in HappyForms, a lead will be created in Salesforce, saving you time and ensuring you never miss potential business opportunities. Keep your sales funnel up-to-date and focus on closing deals instead of manual data entry.
Effortlessly capture leads from HappyForms directly into Salesforce with this streamlined workflow. Whenever there's a new activity in HappyForms, a lead will be created in Salesforce, saving you time and ensuring you never miss potential business opportunities. Keep your sales funnel up-to-date and focus on closing deals instead of manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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