Salesforce + Thryv
Create new clients in Thryv from new leads in Salesforce
Save time on manual tasks with this speedy workflow. When you add a new lead in Salesforce, this workflow will promptly create a new client in Thryv, ensuring your records are up to date across both platforms. Make your customer management process more efficient and never worry about those tedious data entry tasks again.
Save time on manual tasks with this speedy workflow. When you add a new lead in Salesforce, this workflow will promptly create a new client in Thryv, ensuring your records are up to date across both platforms. Make your customer management process more efficient and never worry about those tedious data entry tasks again.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Client
Creates a new client.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Thryv
Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.