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Salesforce + SavvyCal

Create new Salesforce leads from new SavvyCal events

When a new event occurs in your SavvyCal app, this workflow instantly creates a lead in Salesforce, ensuring you can act on it immediately. This automation not only makes it easier to manage your leads within Salesforce, it also enables you to make the most out of every event you have in SavvyCal. You'll never miss a potential lead, making your sales process more efficient and streamlined.

When a new event occurs in your SavvyCal app, this workflow instantly creates a lead in Salesforce, ensuring you can act on it immediately. This automation not only makes it easier to manage your leads within Salesforce, it also enables you to make the most out of every event you have in SavvyCal. You'll never miss a potential lead, making your sales process more efficient and streamlined.

  1. When this happens...
    SavvyCalSavvyCal
    New Event

    Triggers when a new event is scheduled.

    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?
    • Scheduling Links

    Trigger
    Instant
    Try It
    • Scheduling Links

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Scheduling Links

    Trigger
    Instant
    Try It
    • WorkflowRequired

    • ActionRequired

    Trigger
    Instant
    Try It
    • 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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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savvycal logo
savvycal logo

About SavvyCal

SavvyCal is scheduling software that makes it easy for both parties to find the best time to meet.

Related categories