The key to converting any sales lead into a paying customer is good follow-up. This Zap will make sure that you never let an opportunity slip through the cracks: it creates a new task in Wunderlist each time you add a new lead to your Salesforce account.
How It Works
- A new lead is added to your Salesforce account
- Zapier creates a task in Wunderlist based on information from that lead
What You Need
- A Salesforce account
- A Wunderlist account
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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.
Triggered when a task in a list is marked as "completed".
Create a new contact.