Mobilo Card + Salesforce
Create Salesforce contacts from new leads on your Mobilo Card account
Manage your incoming leads effortlessly with this Mobilo Card to Salesforce workflow. When a new lead is initiated in your Mobilo Card app, the workflow springs into action and creates a new contact in Salesforce. Say goodbye to manual data entry and hello to time-saving efficiencies, giving you more time to nurture relationships and close deals.
Manage your incoming leads effortlessly with this Mobilo Card to Salesforce workflow. When a new lead is initiated in your Mobilo Card app, the workflow springs into action and creates a new contact in Salesforce. Say goodbye to manual data entry and hello to time-saving efficiencies, giving you more time to nurture relationships and close deals.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact
Creates a new contact.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew 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.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
