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RevBoss + Salesforce

Create new Salesforce leads from updated RevBoss prospect events

Streamline your lead generation process with this efficient workflow. Whenever a prospect event happens in RevBoss, it will prompt the creation of a new lead in Salesforce. This automation not only saves time but also ensures real-time updating of your prospect information in Salesforce for quicker follow-ups. It's a hassle-free way to keep your sales pipeline robust and updated.

Streamline your lead generation process with this efficient workflow. Whenever a prospect event happens in RevBoss, it will prompt the creation of a new lead in Salesforce. This automation not only saves time but also ensures real-time updating of your prospect information in Salesforce for quicker follow-ups. It's a hassle-free way to keep your sales pipeline robust and updated.

  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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