Salesforce + TheGenie Marketing Hub
Create new Salesforce records for every new lead in TheGenie Marketing Hub
Streamline your marketing and sales process with this workflow. When a new lead appears in TheGenie Marketing Hub, a corresponding record is created in Salesforce. This facilitates a smooth transition, allowing your sales team to instantly dive into action without the need to manually transfer data. Experience efficiency in enhancing lead management and nurturing your conversions.
Streamline your marketing and sales process with this workflow. When a new lead appears in TheGenie Marketing Hub, a corresponding record is created in Salesforce. This facilitates a smooth transition, allowing your sales team to instantly dive into action without the need to manually transfer data. Experience efficiency in enhancing lead management and nurturing your conversions.
- When this happens...New Lead
Triggers when a new lead is received from TheGenie platform.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Lead
Triggers when a new lead is received from TheGenie platform.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItSalesforce ObjectsRequired
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Source Lead Id
Partner IdRequired
First Name
Last Name
Email Address
Phone Number
Referring Url
Note
Tags
UtmSource
Utm Medium
Utm Campaign
Utm Term
Utm Content
History ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
Salesforce ObjectRequired
Try It
