Interact + Salesforce
Create Salesforce records for new Interact leads automatically
Save time and improve lead management with this seamless automation between Interact and Salesforce. Whenever you receive a new lead in Interact, this workflow will instantly create a record in Salesforce (UTC) for hassle-free tracking and organization. Enhance your sales process and never miss an opportunity to connect with potential clients.
Save time and improve lead management with this seamless automation between Interact and Salesforce. Whenever you receive a new lead in Interact, this workflow will instantly create a record in Salesforce (UTC) for hassle-free tracking and organization. Enhance your sales process and never miss an opportunity to connect with potential clients.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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