Salesforce + Workiz

Create new Workiz leads from new Salesforce leads

Streamline your lead generation process with this efficient workflow that links Salesforce and Workiz. As soon as a new lead comes up in Salesforce, the system will quickly create a corresponding lead in Workiz, saving you the trouble of manual data entry and allowing you to respond to prospects swiftly. Simplify your sales process and concentrate more on client interactions with this efficient automation.

Streamline your lead generation process with this efficient workflow that links Salesforce and Workiz. As soon as a new lead comes up in Salesforce, the system will quickly create a corresponding lead in Workiz, saving you the trouble of manual data entry and allowing you to respond to prospects swiftly. Simplify your sales process and concentrate more on client interactions with this efficient automation.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerPolling
  2. automatically do this!
    WorkizWorkiz
    Create Lead

    Schedules a new lead in your Workiz account.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Learn more

Related categories

  • Scheduling & Booking