Salesforce Essentials + Zenvia Conversion

Salesforce Essentials + Zenvia Conversion integrations

Create Salesforce Essentials records for transferred Zenvia Conversion prospects

Streamline your sales pipeline with this workflow that initiates when a prospect is transferred within the Zenvia Conversion platform. This automation swiftly creates a new record in Salesforce Essentials, ensuring that your data remains consistent and current. Now, managing lead information between Zenvia Conversion and Salesforce Essentials becomes seamless, saving time and improving efficiency.

When this happens...
Prospect TransferredTriggers when a prospect is transferred to an agent or group.
TriggerInstant
automatically do this!
ActionWrite

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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
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Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
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- Fields
Trigger
Instant
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Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
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Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
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Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
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WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
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- 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
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- The app to listen events from
  Required
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
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Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
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New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
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WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
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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.

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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.