Heyflow + Salesforce Essentials

Create Salesforce Essentials records from new Heyflow responses

Streamline your workflow by instantly creating records in Salesforce Essentials as soon as there's a new response in Heyflow. This simple and effective automation ensures you never miss to capture critical customer information. Save time, enhance your customer management, and focus on building stronger customer relationships.

Streamline your workflow by instantly creating records in Salesforce Essentials as soon as there's a new response in Heyflow. This simple and effective automation ensures you never miss to capture critical customer information. Save time, enhance your customer management, and focus on building stronger customer relationships.

  1. When this happens...
    HeyflowHeyflow
    New Response

    Triggers when a new response is created.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
heyflow logo
heyflow logo

About Heyflow

Heyflow is a no-code builder lets you craft mobile-first, interactive funnels that qualify and convert your traffic.
Learn more

Related categories

  • Website & App Building
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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