1.Detects new Event record
Integrate Salesforce, CRM systems, and event tracking to detect new Event records and trigger lead conversion.
Create lead record from booked discovery calls in CRM
Automatically monitor new Event records for booked discovery calls across Salesforce and Hyros. Create and update when a qualifying discovery call event is capturedβso you can filter qualifying events, find matching contacts, and create lead records without manual lead entry.
How this automation creates lead records from calls
When booked discovery call events land in Salesforce but do not become attribution-ready leads, pipeline reporting and retargeting suffer. This automation filters qualifying events, finds matching contacts, and creates Hyros lead or call recordsβso your team can launch follow-up without manual lead entry.
Salesforceor swap with your favorite app
2.Continues only for qualifying events
Integrate Filter by Zapier and workflow rules to apply meeting type and call category filters for qualifying events.
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3.Finds matching contact details
Integrate Salesforce and contact lookup tools to find a related Contact and prepare lead fields from it.
4.Creates Hyros lead or call record
Integrate Hyros and attribution mapping to create a lead or call record and set qualification status.
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