Pursuit + Salesforce

Create Salesforce leads from newly exported Pursuit contacts

Keep your CRM up to date with your research. This integration automatically creates a Salesforce lead whenever a new contact is exported from Pursuit.

Keep your CRM up to date with your research. This integration automatically creates a Salesforce lead whenever a new contact is exported from Pursuit.

  1. When this happens...
    PursuitPursuit
    Pursuit Contact Exported

    Triggers when contacts are exported from Pursuit. Includes base contact fields.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

  • Pursuit triggers, actions, and search

    Pursuit Account Exported

    Triggers when accounts are exported from Pursuit. Includes base account fields.

    Trigger
    Instant
    Try It
    • WorkbookRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Polling
    Try It
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About Pursuit

Pursuit is a sales intelligence platform for public sector sales. Export contacts and entities from pipeline sessions to your other apps.

Related categories

  • AI Sales Tools
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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