Salesforce + Siteglide

Salesforce + Siteglide integrations

Create new Salesforce leads from new Siteglide form cases

Boost your sales outreach by leveraging this seamless workflow. Whenever a new form case is submitted in Siteglide, a lead is instantly created in Salesforce. This process ensures prompt responses to potential clients, enhancing efficiency in your sales process. Keep your Salesforce leads updated and watch your sales numbers soar.

When this happens...
Forms - New Item (Polling)Triggers when a form is submitted and a case is created.
TriggerPolling
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with Siteglide and Salesforce

Discover other triggers and actions you can use with Siteglide and Salesforce

- Form ID
  Required
Trigger
Instant
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- Properties
Trigger
Polling
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- Properties
Trigger
Polling
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- WebApp ID
  Required
- Properties
Trigger
Polling
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- Properties
Trigger
Polling
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- WebApp ID
  Required
- Properties
Trigger
Polling
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- WebApp
  Required
- Name
  Required
- Slug
  Required
- Weighting
- Item Enabled
- Release Date (UTC)
- Expiry Date (UTC)
- Categories
Action
Write

- Form ID
  Required
- Item ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Form ID
  Required
- Filter
Trigger
Polling
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CRM - New User
Triggers when a new user is added to your websites CRM.
Trigger
Polling
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- Module ID
  Required
- Properties
Trigger
Polling
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CRM - Updated User
Triggers when a CRM User is updated
Trigger
Polling
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- Module ID
  Required
- Properties
Trigger
Polling
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- Name
  Required
- Email Address
  Required
Action
Write
- User ID
  Required
- Name
- Email Address
Action
Write
- ID
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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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About Siteglide

Siteglide is a Digital Experience Platform (DXP) that helps Agencies build & manage Websites, Portals, Marketplaces & Bespoke Applications.

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Related categories

Website Builders

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Zapier Forms

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