Pointerpro + Salesforce
Add new Pointerpro responses to Salesforce as leads
Surveys are often used to collect data about prospective customers, including the person's name, company, title, email address, and product preferences. Salesforce CRM is the perfect place to store this data and ensure effective follow up of the lead. With this Zap, the data collected in a Pointerpro survey is used by Zapier to automatically create a new lead in Salesforce. That way, you'll always have an up-to-date list of your contacts in Salesforce without having to copy and paste data.
Surveys are often used to collect data about prospective customers, including the person's name, company, title, email address, and product preferences. Salesforce CRM is the perfect place to store this data and ensure effective follow up of the lead. With this Zap, the data collected in a Pointerpro survey is used by Zapier to automatically create a new lead in Salesforce. That way, you'll always have an up-to-date list of your contacts in Salesforce without having to copy and paste data.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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