Loading

RevBoss + Salesforce

Create new Salesforce contacts from updated RevBoss prospect events

Streamline your sales process with this efficient workflow that links RevBoss and Salesforce. When a prospect event occurs on RevBoss, a new contact is promptly created within your Salesforce account. This saves you time, reduces manual data entry, and ensures your Salesforce contacts stay up-to-date with potential client interactions. Make the most out of your prospecting efforts with this straightforward workflow.

Streamline your sales process with this efficient workflow that links RevBoss and Salesforce. When a prospect event occurs on RevBoss, a new contact is promptly created within your Salesforce account. This saves you time, reduces manual data entry, and ensures your Salesforce contacts stay up-to-date with potential client interactions. Make the most out of your prospecting efforts with this straightforward workflow.

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
revboss logo
revboss logo

About RevBoss

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
salesforce logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier