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Salesforce + Solo

Create new Solo customers from new Salesforce outbound messages

Effortlessly streamline your customer relationship management process with this setup. When a new outbound message is sent from Salesforce, a new customer is instantly created in Solo. This practical workflow enables you to maintain a comprehensive and up-to-date customer database in Solo, without extra manual tasks. Enjoy the synergy of Salesforce and Solo working together for more organized communication with potential customers.

Effortlessly streamline your customer relationship management process with this setup. When a new outbound message is sent from Salesforce, a new customer is instantly created in Solo. This practical workflow enables you to maintain a comprehensive and up-to-date customer database in Solo, without extra manual tasks. Enjoy the synergy of Salesforce and Solo working together for more organized communication with potential customers.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    SoloSolo
    Create Customer

    Creates a Customer

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    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
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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solo logo
solo logo

About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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