Interact + Salesforce Essentials
Create Salesforce Essentials records for new Interact leads
Save time and streamline your lead management with this automation. When a new lead is added in Interact, it creates a corresponding record in Salesforce Essentials, ensuring your sales team can quickly follow up on potential opportunities without any manual data entry. This workflow helps you efficiently manage leads and maintain up-to-date records in your CRM.
Save time and streamline your lead management with this automation. When a new lead is added in Interact, it creates a corresponding record in Salesforce Essentials, ensuring your sales team can quickly follow up on potential opportunities without any manual data entry. This workflow helps you efficiently manage leads and maintain up-to-date records in your CRM.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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