Magpi + Salesforce
Create Salesforce contacts from new Magpi submissions
Forms are the best way to collect leads, but that still leaves a lot of manual work to do on your part. This integration automatically creates a new Salesforce contact record using data collected in the field, whether by using a Magpi app or by SMS. You can select exactly which parts of the collected data get copied into the new Salesforce contact.
Forms are the best way to collect leads, but that still leaves a lot of manual work to do on your part. This integration automatically creates a new Salesforce contact record using data collected in the field, whether by using a Magpi app or by SMS. You can select exactly which parts of the collected data get copied into the new Salesforce contact.
- When this happens...New Record
Triggers when a new record is added to a Form.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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