Optix + Salesforce
Add new Optix members to Salesforce as leads
Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add new Optix users directly into a pipeline within your Salesforce account? When you set up this integration, you can. New Optix members will be automatically added to your Salesforce account as leads.
Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add new Optix users directly into a pipeline within your Salesforce account? When you set up this integration, you can. New Optix members will be automatically added to your Salesforce account as leads.
- When this happens...New Member
Triggers when a new member is added to an organization.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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