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Leadinfo + Salesforce

Create Salesforce records from new Leadinfo lead gen forms

Improve your business efficiency with this workflow. Whenever a new lead is captured via Leadinfo, it creates a corresponding record in your Salesforce account. This instant process ensures you never miss an opportunity and allows you to follow up faster, enhancing your customer service and potential sales.

Improve your business efficiency with this workflow. Whenever a new lead is captured via Leadinfo, it creates a corresponding record in your Salesforce account. This instant process ensures you never miss an opportunity and allows you to follow up faster, enhancing your customer service and potential sales.

  1. When this happens...
    LeadinfoLeadinfo
    Lead Gen Form

    Triggers when a Lead Gen Form is succesfully submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Lead Gen Form

    Triggers when a Lead Gen Form is succesfully submitted.

    Trigger
    Instant
    Try It
  • Leadinfo triggers, actions, and search

    Trigger

    Triggers when a configured trigger inside Leadinfo is matched

    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
  • Leadinfo triggers, actions, and search

    Share

    Triggers when a company is manually shared in the Inbox

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.
Learn more

Related categories

  • Marketing
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