Instantly + Salesforce
Create Salesforce leads from new Instantly events
Effortlessly keep track of new events in the Instantly app and instantly create leads in Salesforce with this seamless workflow. As soon as a new event occurs in Instantly, a corresponding lead will be added to your Salesforce account, ensuring your sales team stays up-to-date and can quickly follow up on new opportunities. Improve your lead management process and never miss out on potential prospects again with this time-saving automation.
Effortlessly keep track of new events in the Instantly app and instantly create leads in Salesforce with this seamless workflow. As soon as a new event occurs in Instantly, a corresponding lead will be added to your Salesforce account, ensuring your sales team stays up-to-date and can quickly follow up on new opportunities. Improve your lead management process and never miss out on potential prospects again with this time-saving automation.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
