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Nectar Desk + Salesforce

Add new Salesforce leads to Nectar Desk contacts

This integration will automatically create contacts in Nectar Desk when new leads are created in Salesforce. Contact can be assigned to particular List so can be used in Calling Campaigns, Call or SMS Automations. Lead information will automatically be shown on Screen Pop on Inbound phone call.

This integration will automatically create contacts in Nectar Desk when new leads are created in Salesforce. Contact can be assigned to particular List so can be used in Calling Campaigns, Call or SMS Automations. Lead information will automatically be shown on Screen Pop on Inbound phone call.

  1. When this happens...
    SalesforceSalesforce
    Get Leads

    Used to power dynamic dropdowns in other triggers / actions.

    TriggerScheduled
  2. automatically do this!
    Nectar DeskNectar Desk
    Create Contact

    Creates a Contact under CRM -->> Contacts

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    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
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Nectar Desk

Nectar Desk is a multi-channel communication platform for Sales teams, Support teams and Call Centers

Related categories

  • Phone & SMS
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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