Omniconvert + Salesforce
Add new Omniconvert interaction leads to Salesforce
It's important to answer quickly to your prospects or customers' questions and requests so you offer them a great experience with your team and your products. Salesforce helps you manage your sales, marketing and many other aspects of your business so you get better results with less effort. Omniconvert helps you bring in those new leads and personalize your interactions from the beginning. Making the two work together with this automation will save you time as every new lead captured with an Omniconvert pop-up or survey will be added to your Salesforce list as a new lead.
It's important to answer quickly to your prospects or customers' questions and requests so you offer them a great experience with your team and your products. Salesforce helps you manage your sales, marketing and many other aspects of your business so you get better results with less effort. Omniconvert helps you bring in those new leads and personalize your interactions from the beginning. Making the two work together with this automation will save you time as every new lead captured with an Omniconvert pop-up or survey will be added to your Salesforce list as a new lead.
- When this happens...New Interaction Lead
Triggers when you have generated a new lead.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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