Salesforce Essentials + TAPTOK
Create new records in Salesforce Essentials for new leads in TAPTOK
Streamline your lead management process by linking TAPTOK and Salesforce Essentials. Whenever a new lead is registered in TAPTOK, this automation creates a matching record in Salesforce Essentials. This makes sure your sales team always has access to the latest lead information, and you don't have to worry about manual data transfers. Enhance efficiency and maximize conversion opportunities with seamless data transition.
Streamline your lead management process by linking TAPTOK and Salesforce Essentials. Whenever a new lead is registered in TAPTOK, this automation creates a matching record in Salesforce Essentials. This makes sure your sales team always has access to the latest lead information, and you don't have to worry about manual data transfers. Enhance efficiency and maximize conversion opportunities with seamless data transition.
- When this happens...New Lead
Triggers when a new Lead is created by any user in the organization.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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New Contact
Triggers when a new contact, lead or review is created by any user in the organization.
Try ItNew Meeting
Triggers when a new Meeting is created by any user in the organization.
Try ItNew Subscriber
Triggers when a new Subscriber is created by any user in the organization.
Try ItSalesforce ObjectRequired
Try It
