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Salesforce + SimplyConvert

Create Salesforce records for new SimplyConvert leads

When SimplyConvert captures a new lead, it will start this integration to create a matching record in Salesforce. This automates the process of entering new leads into Salesforce.

When SimplyConvert captures a new lead, it will start this integration to create a matching record in Salesforce. This automates the process of entering new leads into Salesforce.

  1. When this happens...
    SimplyConvertSimplyConvert
    SimplyConvert Event

    Triggers when specified event occurs inside SimplyConvert.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Subscription NameRequired

    • EventRequired

    • HTTP Username

    • HTTP Password

    • Tags

    Trigger
    Instant
    Try It

    • First Name

    • Last Name

    • Email

    • Secondary Email

    • Phone

    • Secondary Phone

    • Street

    • Street 2

    • City

    • State

    • Zip Code

    • Social Security Number

    • Relation to Injured

    • First Name of Injured

    • Last Name of Injured

    • Email of Injured

    • Phone of Injured

    • Birthday of Injured

    • Date of Death

    • State of Injury

    • SSN of Injured

    • Details

    • Status ID

    • Portal Status

    • Litigation ID

    • Evaluate Case

    • Archived

    • Information

    • Conditions

    • Products

    • SOL Trigger Date

    • Procedure Date

    • Procedure Followup Date

    • Procedure Date 2

    • Tags

    • Meta

    • External Data

    • Lead Source

    • Company UUID

    • Insert as Referral

    • Referred from Company UUID

    • Referred to Company UUID

    Action
    Write

    • Search Value

    • Search Field

    • Search Range

    • Litigation IDs

    • Litigation Range

    • Status IDs

    • Status Range

    Action
    Search
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It

    • Case UUIDRequired

    • FileRequired

    • FilenameRequired

    • Document Type

    • Document Status

    • Page Range

    Action
    Write

    • Case UUIDRequired

    Action
    Search

    • Case UUIDRequired

    Action
    Search

    • History 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)

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simplyconvert logo
simplyconvert logo

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.
Help

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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