Salesforce + SalesRabbit
Create new Salesforce leads from new or updated SalesRabbit leads
Enhance your lead management process with this simplified automation. Whenever there's a new or updated lead in SalesRabbit, this workflow comes into action by creating an identical lead in Salesforce. Thus, ensuring consistent data across both the platforms without any manual entry. This is an ideal workflow to streamline lead tracking and maintain data uniformity, saving you time and effort.
Enhance your lead management process with this simplified automation. Whenever there's a new or updated lead in SalesRabbit, this workflow comes into action by creating an identical lead in Salesforce. Thus, ensuring consistent data across both the platforms without any manual entry. This is an ideal workflow to streamline lead tracking and maintain data uniformity, saving you time and effort.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Contact
Triggers when a new Contact is created.
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
