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Salesforce + SharpSpring

Create Salesforce leads from new SharpSpring leads

Maintain seamless and efficient lead management between your SharpSpring and Salesforce applications with this workflow. This automation springs into action whenever a new lead enters your SharpSpring platform and promptly creates the same lead in your Salesforce system. It's an excellent tool for businesses looking to enhance their customer relationship management and sales processes, offering seamless data transfer and avoiding the need for manual data entry.

Maintain seamless and efficient lead management between your SharpSpring and Salesforce applications with this workflow. This automation springs into action whenever a new lead enters your SharpSpring platform and promptly creates the same lead in your Salesforce system. It's an excellent tool for businesses looking to enhance their customer relationship management and sales processes, offering seamless data transfer and avoiding the need for manual data entry.

  1. When this happens...
    SharpSpringSharpSpring
    New Lead

    When a lead has been created in sharpspring.

    TriggerScheduled
  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?
  • SharpSpring triggers, actions, and search

    New Account

    A new Account is created in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Account Owner

    • Account NameRequired

    • Industry

    • Phone

    • Number of Employees

    • Website

    • Address

    • City

    • State

    • Country

    Action
    Write
    • Campaign NameRequired

    • Campaign Type

    • Campaign Alias

    • Campaign Origin

    • Quantity

    • Price

    • Goal

    • Other Costs

    Action
    Write
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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