Salesforce + Thryv
Create Salesforce leads from new Thryv clients
Effortlessly manage your customer leads with this automated workflow between Thryv and Salesforce. The moment a new client is added into your Thryv account, a corresponding lead will be created in your Salesforce account. This efficient process ensures your potential leads are always up-to-date and no opportunity is missed. Foster customer relationships and grow your business seamlessly.
Effortlessly manage your customer leads with this automated workflow between Thryv and Salesforce. The moment a new client is added into your Thryv account, a corresponding lead will be created in your Salesforce account. This efficient process ensures your potential leads are always up-to-date and no opportunity is missed. Foster customer relationships and grow your business seamlessly.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired
