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Salesforce + vcita

Create Salesforce leads from new vCita clients

Adding clients to vCita? Now you automatically add new Salesforce contacts anytime one of your vCita forms is filled out. Let the computers do the tedious work for you.

Adding clients to vCita? Now you automatically add new Salesforce contacts anytime one of your vCita forms is filled out. Let the computers do the tedious work for you.

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    When this happens...
    vcitavcita
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

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