Loading

Salesforce + Sperse

Create Salesforce records from new Sperse leads

Moving data is simple work, but it often takes a long time. This happens because it is still done manually one by one. This integration offers a new way to move data from one platform to another more quickly, accurately, and cost-effectively. Once you have set up this integration, new leads created on Sperse will automatically be recorded on Salesforce object you choose.

Moving data is simple work, but it often takes a long time. This happens because it is still done manually one by one. This integration offers a new way to move data from one platform to another more quickly, accurately, and cost-effectively. Once you have set up this integration, new leads created on Sperse will automatically be recorded on Salesforce object you choose.

  1. When this happens...
    SperseSperse
    Get Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

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

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

    Get Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact

    • Override Lists

    • Ignore Invalid Values

    • Contact XREF

    • Contact TypeRequired

    • Create User

    • User Password

    • Send Welcome Email

    • Full Name

    • Prefix

    • First Name

    • Middle Name

    • Last Name

    • Nick Name

    • Suffix

    • Gender

    • Date of Birth

    • BANKcode

    • SSN

    • Driving License

    • Driving License State

    • Is Active Military Duty

    • Is US Citizen

    • Preferred Time of Day

    • Person Affiliate Code

    • Personal

    • Alternative Personal

    • Other Personal

    • Work

    • Alternative Work

    • Other Work

    • Mobile

    • Mobile Ext

    • Home

    • Home Ext

    • Work

    • Work Ext

    • Work 2

    • Work 2 Ext

    • Street

    • Address 2

    • City

    • State Name

    • State Code

    • ZIP Code

    • Country Name

    • Country Code

    • Street

    • Address 2

    • City

    • State Name

    • State Code

    • ZIP Code

    • Country Name

    • Country Code

    • Website

    • LinkedIn

    • Photo URL

    • Facebook

    • Instagram

    • Twitter

    • Google Reviews

    • AngelList

    • Zoom

    • Experience

    • Profile Summary

    • Interests

    • Notes

    • Follow Up Date

    • Assigned User

    • Deal Amount

    • Custom Field 1

    • Custom Field 2

    • Custom Field 3

    • Custom Field 4

    • Custom Field 5

    • Company Name

    • Organization Type

    • Is Employed

    • Job Title

    • Employment Start Date

    • Employee Count

    • Date Founded

    • EIN

    • Annual Revenue

    • Industry

    • Company Phone

    • Company Phone Extention

    • Company Fax Number

    • Company Email

    • Company Website

    • Company Facebook

    • Company LinkedIn

    • Company Instagram

    • Company Twitter

    • Company Google Reviews

    • Company Crunchbase

    • Company BBB URL

    • Company Zoom

    • Company Calendly

    • Company Logo URL

    • Company Affiliate Code

    • Street

    • Address 2

    • City

    • State Name

    • State Code

    • ZIP Code

    • Country Name

    • Country Code

    • Source Code

    • Channel Code

    • Affiliate Code

    • Campaign ID

    • Google Click ID

    • Referer URL

    • Applicant ID

    • Application ID

    • IP Address

    • User Agent

    • Site ID

    • Site URL

    • Date Created

    • Entry URL

    • Lead Stage Name

    • Star

    • Rating

    • Tags

    • Lists

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Term

    • UTM Content

    • UTM Keyword

    • UTM AdGroup

    • UTM Name

    • Custom Field 1

    • Custom Field 2

    • Custom Field 3

    • Custom Field 4

    • Custom Field 5

    • Product Code

    • Product Payment Period Type

    • System Type

    • Code

    • Name

    • Level

    • Start Date

    • End Date

    • Amount

    • Product Code

    • Product Payment Period Type

    • System Type

    • Code

    • Name

    • Level

    • Start Date

    • End Date

    • Amount

    • Product Code

    • Product Payment Period Type

    • System Type

    • Code

    • Name

    • Level

    • Start Date

    • End Date

    • Amount

    Action
    Write
    • Match Existing Contact

    • Contact TypeRequired

    • Full Name

    • Prefix

    • First Name

    • Middle Name

    • Last Name

    • Nick Name

    • Suffix

    • Gender

    • Date of Birth

    • BANKcode

    • SSN

    • Company Name

    • Job Title

    • Industry

    • Work

    • Personal

    • Other

    • Website

    • LinkedIn

    • Photo URL

    • Work

    • Home

    • Mobile

    • Street

    • Address 2

    • City

    • State Name

    • State Code

    • Zip Code

    • Country Name

    • Country Code

    • Experience

    • Profile Summary

    • Interests

    • Notes

    • Follow Up Date

    • Assigned User

    • Deal Amount

    • Source Code

    • Channel Code

    • Affiliate Code

    • Referer URL

    • Entry URL

    Action
    Write
    • External Contact IDRequired

    • Sperse Product CodeRequired

    • Payment Period TypeRequired

    • Is it Recurring Billing

    Action
    Write
    • 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
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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