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Salesforce + tl;dv

Add new tl;dv recordings and generate leads in Salesforce

Easily manage your leads in Salesforce whenever a new recording is added in the tl;dv app with this efficient workflow. It creates a new lead in Salesforce for every recording added in tl;dv, helping you better keep track of potential clients and save time on manual data entry. Stay organized and maximize your outreach efforts with this convenient automation.

Easily manage your leads in Salesforce whenever a new recording is added in the tl;dv app with this efficient workflow. It creates a new lead in Salesforce for every recording added in tl;dv, helping you better keep track of potential clients and save time on manual data entry. Stay organized and maximize your outreach efforts with this convenient automation.

  1. When this happens...
    tl;dvtl;dv
    Recording Added

    Triggers when a new recording is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Note tags

    Trigger
    Instant
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  • tl;dv triggers, actions, and search

    Transcript Added

    Triggers when a new transcript is created.

    Trigger
    Instant
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  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It