Salesforce + Sarbacane Engage

Salesforce + Sarbacane Engage integrations

Generate new Salesforce leads from new Sarbacane Engage contacts

When a new contact is added in Sarbacane Engage, this workflow promptly creates a lead in Salesforce, ensuring that new customer information is immediately harnessed for timely lead follow-ups. This automation helps your sales team stay on top of potential business opportunities and streamlines your lead management process.

When this happens...
ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with Sarbacane Engage and Salesforce

Discover other triggers and actions you can use with Sarbacane Engage and Salesforce

Contact Click
Triggers when a contact clicks a link in an email.
Trigger
Instant
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- Positive
- Negative
- Do not contact
- Out of Office
- Wrong contact
- Anti spam
- Bounce
- Unknown
Trigger
Instant
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Contact Open
Triggers when a contact opens an email.
Trigger
Instant
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Contact State
Triggers when the state of a contact in a sequence is updated.
Trigger
Instant
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Task Completed
Triggers when a task is completed by a user.
Trigger
Instant
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- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- Email
  Required
- List
- Owner id
Action
Write
- Sequence Id
- Contact Id
  Required
- Sender id
  Required
Action
Write

- Sequence Id
- Contact Id
  Required
Action
Write
- Contact
  Required
- Hard Unsubscribe
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- List
- Owner id
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- List
Trigger
Instant
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Note Created
Triggers when a note is created by a user.
Trigger
Instant
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Contact Stage
Triggers when the stage of a contact is updated.
Trigger
Instant
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- Sequence Id
Trigger
Instant
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- Reason
  Required
- Email or Domain
  Required
Action
Write
- Name
  Required
Action
Write
- Sequence Id
- Contact Id
  Required
Action
Write
- Sequence Id
- Contact
  Required
Action
Write
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- id
  Required
- Email
- Status
Action
Write
- Email domain
- Company Name (if domain is unknown)
- First Name
  Required
- Last Name
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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About Sarbacane Engage

Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.

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