Salesforce is one of the best customer relationship management platform. Sales team rely on this tool to manage accounts and close more deals. If you want to keep track of new leads, this automation will help you. This automation will create new Wimi tasks for new Salesforce leads.
How this Salesforce-Wimi integration works
- A new lead is created on Salesforce
- Zapier creates a new task on Wimi
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Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a new task is created.
Create a new contact.