1.Captures new portal contact
Integrate AppFolio and portal signup forms to capture submission fields and map them to lead contact data.
Create lead and person account from portal signup
Automatically monitor new portal signup submissions in AppFolio and capture lead contact details across your Salesforce and Microsoft Outlook apps. Create or update Salesforce leads and person accounts, and send owner notificationsβso outreach starts promptly without manual data entry and record matching.
How this automation creates new lead coverage
When portal signups arrive with incomplete context, outreach delays and misrouted contacts can stall pipeline. This automation captures submission fields, finds matching Salesforce accounts, then creates or updates lead and person account records and emails the ownerβso your team can act fast.
Folioor swap with your favorite app
2.Finds Account by external ID
Integrate Salesforce, CRM records, and identity matching tools to search Accounts by the external contact identifier.
Salesforceor swap with your favorite app
3.Finds Account by email
Integrate Salesforce, CRM records, and email matching tools to search Account or Person records by submitted email.
4.Creates or updates lead records
Integrate Salesforce and CRM data mapping tools to create or update Leads and Person Accounts and assign owners.
5.Sends owner notification email
Integrate Microsoft Outlook and email templates to notify the matched lead owner with record links for faster follow-up.
Microsoft Outlookor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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