Create Salesforce leads from new Waitwhile registrations
Now you can also use Waitwhile to generate new leads in your Salesforce CRM. Use the names, phone numbers, email addresses, and any other information you collect in Waitwhile and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Waitwhile guests and bookings from that point forward are automatically added to Salesforce as leads.
Now you can also use Waitwhile to generate new leads in your Salesforce CRM. Use the names, phone numbers, email addresses, and any other information you collect in Waitwhile and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Waitwhile guests and bookings from that point forward are automatically added to Salesforce as leads.
- New or Updated MessageTriggers when message is created or updated for a visit.Trigger
- New or Updated VisitTriggers when a visit is created or modified on a location.Trigger
- Create or Update a VisitA common action to create or update visit based on identifier provided.Action
- Delete a VisitAn action to delete a visit based on identifier provided.Action
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
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