OptinMonster + Salesforce
Create records in Salesforce for every new lead in OptinMonster
When you get a new lead in OptinMonster, use this workflow to instantly create a record in Salesforce. This streamlines the process, saving time and ensuring that no new potential client details are missed or delayed in your CRM. Keep your sales team up to date with the latest prospects without any extra manual input.
When you get a new lead in OptinMonster, use this workflow to instantly create a record in Salesforce. This streamlines the process, saving time and ensuring that no new potential client details are missed or delayed in your CRM. Keep your sales team up to date with the latest prospects without any extra manual input.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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