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Interact + Salesforce

Create Salesforce attachments for new Interact leads

Effortlessly streamline your lead management process with this Interact and Salesforce integration. When a new lead is added in Interact, this workflow creates an attachment in Salesforce, allowing you to efficiently organize crucial data and focus on lead nurturing. Save time and enhance your sales pipeline by implementing this seamless connection.

Effortlessly streamline your lead management process with this Interact and Salesforce integration. When a new lead is added in Interact, this workflow creates an attachment in Salesforce, allowing you to efficiently organize crucial data and focus on lead nurturing. Save time and enhance your sales pipeline by implementing this seamless connection.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier