Salesforce + Witly
Create new Salesforce leads from new Witly leads
This workflow commences upon the capture of a new lead in your Witly app, instantly creating a corresponding lead in your Salesforce app. It's an effective strategy for maintaining real-time data accuracy between both platforms. By automating this process, you streamline your sales pipeline, allowing your team to focus more on nurturing connections and less on data entry.
This workflow commences upon the capture of a new lead in your Witly app, instantly creating a corresponding lead in your Salesforce app. It's an effective strategy for maintaining real-time data accuracy between both platforms. By automating this process, you streamline your sales pipeline, allowing your team to focus more on nurturing connections and less on data entry.
- When this happens...New Lead
Triggers when a new lead is generated.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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