Create Salesforce Leads for new SpreadsheetWeb Hub data records
When it comes to creating sales quotes, using a flexible and easily-maintained platform is more preferable than traditional coding from scratch. With this Zap in place, that's work is effortless. Once active, you'll just need to simply create an online calculator or form application on SpreadsheetWeb Hub to automatically send user submitted data along with calculations to Salesforce as a new lead.
When it comes to creating sales quotes, using a flexible and easily-maintained platform is more preferable than traditional coding from scratch. With this Zap in place, that's work is effortless. Once active, you'll just need to simply create an online calculator or form application on SpreadsheetWeb Hub to automatically send user submitted data along with calculations to Salesforce as a new lead.
- When this happens...New Data Record
Triggers when a new data record has been added to an application.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Workspace IdRequired
Application IdRequired
ColumnsRequired
Try ItWorkspace IdRequired
Application IdRequired
Record Id (if updating)
Load the Existing Record
Outputs
WorkspaceRequired
ApplicationRequired
Attachment Data ColumnRequired
Data RecordRequired
WorkspaceRequired
ApplicationRequired
Record IdRequired
Columns
Workspace IdRequired
Application IdRequired
Print Event IDs
Excel Export Event IDs
Email Event IDs
Outputs
WorkspaceRequired
User Template
EmailRequired
Message
File URLRequired
WorkspaceRequired
UserRequired