Add new SweepBright leads to Salesforce
Using Salesforce to follow up on your real estate contacts can help you stay in touch and win more sales. Use this Zap to make sure every new lead in SweepBright is also added to your Salesforce account. Don't spend time on manual data input when you can spend time interacting with your leads and closing deals.
Using Salesforce to follow up on your real estate contacts can help you stay in touch and win more sales. Use this Zap to make sure every new lead in SweepBright is also added to your Salesforce account. Don't spend time on manual data input when you can spend time interacting with your leads and closing deals.
- When this happens...Lead Created
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
Try It