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Leadferno + Salesforce

Find and update Salesforce records for new Leadferno leads

Salesforce is an excellent place to handle data about leads. This Zapier template will save you time and energy by keeping contact records up-to-date with leads in Leadferno. Every time a new lead is created in Leadferno, the corresponding contact record in Salesforce will be updated with the conversation.

Salesforce is an excellent place to handle data about leads. This Zapier template will save you time and energy by keeping contact records up-to-date with leads in Leadferno. Every time a new lead is created in Leadferno, the corresponding contact record in Salesforce will be updated with the conversation.

  1. When this happens...
    LeadfernoLeadferno
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Profile

    Trigger
    Scheduled
    Try It
    • ProfileRequired

    Trigger
    Scheduled
    Try It
    • ProfileRequired

    • StatusRequired

    Trigger
    Scheduled
    Try It
    • ProfileRequired

    • ContactRequired

    • MessageRequired

    • Message Type

    • Scheduled Send Time

    Action
    Write
    • ProfileRequired

    Trigger
    Scheduled
    Try It
    • CustomerRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • CellphoneRequired

    • ProfileRequired

    • Email

    • First name

    • Last name

    • Cellphone region

    Action
    Write
    • ContactRequired

    • Cellphone

    • Profile

    • Email

    • First name

    • Last name

    • Cellphone region

    Action
    Write
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leadferno logo

About Leadferno

Text with customers right from your website using a powerful messaging inbox – so your team can increase conversions, close leads faster and delight your customers.
Help

Related categories

  • Communication
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