Salesforce Essentials + Zenvia Conversion

Salesforce Essentials + Zenvia Conversion integrations

Create new Salesforce Essentials records whenever new prospects are generated in Zenvia Conversion

When a new prospect is identified in Zenvia Conversion, this workflow ensures all relevant information is immediately recorded in Salesforce Essentials. Streamline your lead management process, keeping your sales team updated with real-time data. This seamless process helps improve the efficiency and reliability of your pipeline without the need for manual data entry.

When this happens...
Prospect CreatedTriggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
TriggerInstant
automatically do this!
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Zenvia Conversion and Salesforce Essentials

Discover other triggers and actions you can use with Zenvia Conversion and Salesforce Essentials

Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
Try It
Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
Try It
- Fields
Trigger
Instant
Try It
Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
Try It
Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
Try It

Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
Try It
WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
Try It

- FirstName
  Required
- LastName
- Phones
- Emails
- Category
- Address
- SubLocality
- Locality
- Region
- Country
- ZipCode
- Source
- Campaign
- Medium
- Provider
- ListingUrl
- Comments
- Store
- ProviderLeadId
Action
Write

Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
Try It
- The app to listen events from
  Required
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
Try It
Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
Try It
New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
Try It
WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
Try It
Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- Prospect
  Required
Action
Write

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.