Salesforce + Workiz

Salesforce + Workiz integrations

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.

When this happens...
New LeadTriggers when a new Lead is created.
TriggerPolling
automatically do this!
Create LeadSchedules a new lead in your Workiz account.
ActionWrite

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More things you can do with Salesforce and Workiz

Discover other triggers and actions you can use with Salesforce and Workiz

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

About Salesforce

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

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CRM (Customer Relationship Management)

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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.

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Related categories

Scheduling & Booking