Streamline your sales process by connecting Spotio to Salesforce, automatically creating leads for each new or updated pin.
Note: Salesforce requires a last name and company name when importing leads from another app.
How It Works
- A Spotio pin is created or updated
- Zapier uses the pin's details to add a lead to Salesforce
What You Need
- Spotio account
- Salesforce account
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Create Salesforce leads from new or updated Spotio pins
Streamline your sales process by connecting Spotio to Salesforce, automatically creating leads for each new or updated pin.
Note: Salesforce requires a last name and company name when importing leads from another app.
How It Works
- A Spotio pin is created or updated
- Zapier uses the pin's details to add a lead to Salesforce
What You Need
- Spotio account
- Salesforce account
Update pin statuses on Spotio for new Salesforce tasks
Need to make sure your Spotio reflects any changes in your sales pipeline? Let us step in to keep things organized, updating a pin's status on Spotio in response to new tasks created on Salesforce according to your settings with this Salesforce Spotio integration.
How It Works
- A new task is created on Salesforce
- Zapier automatically updates a pin status on Spotio
What You Need
- Salesforce account
- Spotio account
It's easy to connect Salesforce + Spotio and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a pin is created, updated, or both.
Create a new contact.
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