Moneypenny + Salesforce
Create Salesforce leads from new Moneypenny messages received
Efficiently manage your leads by connecting Moneypenny and Salesforce with this seamless workflow. When a new message is received in Moneypenny, a lead will be created in Salesforce, ensuring you never miss a potential new customer. Streamline your process and always stay on top of valuable opportunities with this powerful automation.
Efficiently manage your leads by connecting Moneypenny and Salesforce with this seamless workflow. When a new message is received in Moneypenny, a lead will be created in Salesforce, ensuring you never miss a potential new customer. Streamline your process and always stay on top of valuable opportunities with this powerful automation.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
