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Salesforce + Solo

Create new Salesforce leads for every new customer in Solo

Automate your workflow with this integration that turns new Solo app customers into Salesforce leads instantly. This will help you save time and ensures no potential lead slips through the cracks. Capture every opportunity the moment a new customer is created within the Solo app and have that data immediately convert into a new lead in Salesforce, amplifying your ability to nurture and transform them into loyal clients.

Automate your workflow with this integration that turns new Solo app customers into Salesforce leads instantly. This will help you save time and ensures no potential lead slips through the cracks. Capture every opportunity the moment a new customer is created within the Solo app and have that data immediately convert into a new lead in Salesforce, amplifying your ability to nurture and transform them into loyal clients.

  1. When this happens...
    SoloSolo
    Customer Created

    Triggers when a new customer is created.

    TriggerInstant
  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?
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
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salesforce logo

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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