Add new ShareDocView leads as Salesforce records
As new people enter their email to view or download a ShareDocView document, you can automatically create corresponding records on Salesforce. This integration will help you and your team follow up on new leads to close more sales. Make sure you act on every new lead with this Zapier automation.
As new people enter their email to view or download a ShareDocView document, you can automatically create corresponding records on Salesforce. This integration will help you and your team follow up on new leads to close more sales. Make sure you act on every new lead with this Zapier automation.
- When this happens...Get Leads
Triggers when a new email lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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