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Mobilo Card + Salesforce

Create leads in Salesforce from new leads for your organization in Mobilo Card

Never miss an opportunity to follow up with potential clients with this efficient workflow. When a new lead lands in your Mobilo Card app, it's instantly created in your Salesforce app. Enjoy streamlined operations and speedy responses, helping to convert those leads into paying customers. Harness the power of integration between Mobilo Card and Salesforce to nurture business growth and customer relationships.

Never miss an opportunity to follow up with potential clients with this efficient workflow. When a new lead lands in your Mobilo Card app, it's instantly created in your Salesforce app. Enjoy streamlined operations and speedy responses, helping to convert those leads into paying customers. Harness the power of integration between Mobilo Card and Salesforce to nurture business growth and customer relationships.

  1. When this happens...
    Mobilo CardMobilo Card
    New Lead (For Your Organization)

    Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Account)

    Triggers when a new lead has been created for your own account.

    Trigger
    Scheduled
    Try It
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Organization)

    Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.

    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
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Group)

    Triggers when a new lead has been created for your group (or department), within the organization.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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mobilo-card logo

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.
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Related categories

  • CRM (Customer Relationship Management)

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