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Salesforce + Seamless AI

Create leads in Salesforce from new contacts in Seamless AI

Easily streamline your sales process with this workflow that connects Seamless.AI and Salesforce. When a new contact is added in Seamless.AI, a lead is created in Salesforce, ensuring your sales team always has the most up-to-date information at their fingertips. Save time and effort by automating this essential task for your sales pipeline.

Easily streamline your sales process with this workflow that connects Seamless.AI and Salesforce. When a new contact is added in Seamless.AI, a lead is created in Salesforce, ensuring your sales team always has the most up-to-date information at their fingertips. Save time and effort by automating this essential task for your sales pipeline.

  1. When this happens...
    Seamless AISeamless AI
    New Contact

    Triggers when a new "My Contact" is researched in Seamless.AI.

    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?

    • Lists

    • Company Industry

    • Company Size

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

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It

    • Lists

    • Email

    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

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Seamless AI is a real-time B2B Sales search engine to find leads using the power of AI.
Learn moreHelp

Related categories

Related Zap Templates

  • Add new Seamless AI contacts to Salesforce
  • Add new companies from Seamless AI to Salesforce
  • Create contacts in Salesforce from new contacts in Seamless AI

Related Zap Templates

 

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