Salesforce + WooSender
Update Salesforce leads when new WooSender opportunities are added or moved to a pipeline stage
Keep your sales team updated with the latest happenings in your pipeline. This workflow sets off as soon as there's a new addition or change in your opportunity pipeline on WooSender, updating the respective lead in Salesforce. It ensures your team can promptly respond to fast-moving deals and opportunities, enhancing your sales process efficiency.
Keep your sales team updated with the latest happenings in your pipeline. This workflow sets off as soon as there's a new addition or change in your opportunity pipeline on WooSender, updating the respective lead in Salesforce. It ensures your team can promptly respond to fast-moving deals and opportunities, enhancing your sales process efficiency.
- When this happens...Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact ID
Contact Email
Contact Phone Number
Opportunity Name
Same As Contact NameRequired
Heat ScoreRequired
Value
PipelineRequired
StageRequired
Numbers Of ProductsRequired
Update all fields if an opportunity already exists in the same pipelineRequired
