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Overloop + Salesforce

Add new Overloop prospects to Salesforce as leads

Having all your prospects on your CRM means you always know who your potential customers are. Set up this integration to have Zapier take care of that for you. It will then react to every new prospect created in your Overloop account, automatically logging their details on Salesforce as a lead.

Having all your prospects on your CRM means you always know who your potential customers are. Set up this integration to have Zapier take care of that for you. It will then react to every new prospect created in your Overloop account, automatically logging their details on Salesforce as a lead.

  1. When this happens...
    OverloopOverloop
    Prospect Created

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
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About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
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Related categories

  • CRM (Customer Relationship Management)

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