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RevBoss + Salesforce

Create Salesforce leads from new RevBoss prospect events

Automate your lead generation process by connecting RevBoss to Salesforce with this streamlined workflow. When a prospect event occurs in RevBoss, this automation will instantly create a new lead in Salesforce, ensuring your sales team never misses an opportunity. Save valuable time and resources by simplifying your lead management, and focus on building stronger relationships with your prospects.

Automate your lead generation process by connecting RevBoss to Salesforce with this streamlined workflow. When a prospect event occurs in RevBoss, this automation will instantly create a new lead in Salesforce, ensuring your sales team never misses an opportunity. Save valuable time and resources by simplifying your lead management, and focus on building stronger relationships with your prospects.

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Event TypeRequired

    • Flow

    Trigger
    Instant
    Try It
    • EmailRequired

    • Suppression TypeRequired

    • Title

    Action
    Write
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • EmailRequired

    • SegmentRequired

    • Company Domain

    • First Name

    • Last Name

    • Middle Name

    • Nickname

    • Linkedin Url

    • Job Title

    • Phone Number

    • City

    • State

    • Country

    • Company Name

    • Company Linkedin Url

    • Company Size

    • Company Industry

    • Company Location

    • Company Linkedin Id

    • Company Phone Number

    • Company City

    • Company State

    • Company Country

    • Company Keywords

    • Company Annual Revenue

    • Company Seo Description

    • Company Number Of Retail Locations

    • Company Technologies

    Action
    Write
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.
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Related categories

  • CRM (Customer Relationship Management)

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