Intaker + Salesforce
Create Salesforce records from new Intaker text leads received
Ensure swifter and efficient lead management with this workflow. When you receive a new text lead in Intaker, it instantly creates a corresponding record in Salesforce for easy tracking. Watch as this simple automation saves you time and helps you stay organized. Benefit from this seamless interaction between Intaker and Salesforce to manage leads more efficiently.
Ensure swifter and efficient lead management with this workflow. When you receive a new text lead in Intaker, it instantly creates a corresponding record in Salesforce for easy tracking. Watch as this simple automation saves you time and helps you stay organized. Benefit from this seamless interaction between Intaker and Salesforce to manage leads more efficiently.
- When this happens...New LSA Lead
A new lead has been created in your account through LSA.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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