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LeadConnector + Salesforce

Update LeadConnector opportunities whenever Salesforce records are updated

Improve your efficiency and maintain updated records seamlessly with this workflow. When fields in Salesforce are changed, new information is instantly incorporated into LeadConnector. This allows you to promptly tweak and enhance opportunities based on the latest data, hence keeping every detail in sync and driving your sales performance forward. Simplify processes, eliminate manual data entry, and stay on top of opportunities with this automation.

Improve your efficiency and maintain updated records seamlessly with this workflow. When fields in Salesforce are changed, new information is instantly incorporated into LeadConnector. This allows you to promptly tweak and enhance opportunities based on the latest data, hence keeping every detail in sync and driving your sales performance forward. Simplify processes, eliminate manual data entry, and stay on top of opportunities with this automation.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    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
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

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

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