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Salesforce + SweepBright

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

Keeping your opportunities updated across your various tools can be a challenge if you have to do it manually. Set up this SweepBright-Salesforce integration to update an opportunity automatically in Salesforce when the status of a property changes in SweepBright.

Keeping your opportunities updated across your various tools can be a challenge if you have to do it manually. Set up this SweepBright-Salesforce integration to update an opportunity automatically in Salesforce when the status of a property changes in SweepBright.

  1. When this happens...
    SweepBrightSweepBright
    Property Status Changed

    Triggers when property status is changed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Document Requested: Non-Exclusive Agreement

    Triggers when a Non-Exclusive Agreement document is requested.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Interaction Registered for Lead

    Triggers when a new interaction is registered for a lead.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Feedback Added to Interaction

    Triggers when feedback is added to an interaction.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    New Visit Scheduled

    Triggers when a new visit has been scheduled.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Property Created or Updated

    Triggers when a is created and/or updated.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Document Requested: Valuation

    Triggers when a valuation document is requested.

    Trigger
    Instant
    Try It
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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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sweepbright logo
sweepbright logo

About SweepBright

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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