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Salesforce + Visual Visitor

Create Salesforce leads from new Visual Visitor notifications with company and contact data

Transform the way you manage new visitor information with this seamless workflow between Visual Visitor and Salesforce. As soon as Visual Visitor notifies you of a new visitor with company and contact data, a lead is immediately created in Salesforce. This smooth process saves you time, reduces manual data entry, and ensures you never miss out on valuable leads.

Transform the way you manage new visitor information with this seamless workflow between Visual Visitor and Salesforce. As soon as Visual Visitor notifies you of a new visitor with company and contact data, a lead is immediately created in Salesforce. This smooth process saves you time, reduces manual data entry, and ensures you never miss out on valuable leads.

  1. When this happens...
    Visual VisitorVisual Visitor
    New Visitor Notification With Company and Contact Data

    Triggers when a new visitor notification is created for a visitor with both company and contact data.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Visual Visitor triggers, actions, and search

    New Visitor Notification With Company Data Only

    Triggers when a new visitor notification is created for a visitor with only company information.

    Trigger
    Instant
    Try It
  • Visual Visitor triggers, actions, and search

    New Visitor Notification With Company and Contact Data

    Triggers when a new visitor notification is created for a visitor with both company and contact data.

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
  • Visual Visitor triggers, actions, and search

    New Visitor Notification for a Tagged Visitor

    Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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visual-visitor logo
visual-visitor logo

About Visual Visitor

Visual Visitor is a website lead generation system that identifies companies visiting your website. Much like caller-id for your website.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier