KnowFirst + Salesforce

Enrich new Salesforce records with KnowFirst data

When creating new Salesforce records, or new leads via web forms, unlock their potential with added enrichment data from KnowFirst. Empower your sales staff with added data to paint a more informed picture of your customers before the first call is made.

When creating new Salesforce records, or new leads via web forms, unlock their potential with added enrichment data from KnowFirst. Empower your sales staff with added data to paint a more informed picture of your customers before the first call is made.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this...
    KnowFirstKnowFirst
    View Business

    Find a business using a unique identifier (ABN, domain, social media URL)

    ActionSearch
  3. then do this...
    KnowFirstKnowFirst
    View Business Socials

    Find a business using a unique identifier (ABN, domain, social media URL) and get its social media data.

    ActionSearch
  4. then do this...
    KnowFirstKnowFirst
    View Business Tech Stack

    Find a business using a unique identifier (ABN, domain, social media URL) and get its tech stack data.

    ActionSearch
  5. then do this!
    KnowFirstKnowFirst
    View Business Finance

    Find a business using a unique identifier (ABN, domain, social media URL) and get its finance data.

    ActionSearch
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • 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
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It