Salesforce + Sarbacane Engage

Generate new Salesforce leads from new Sarbacane Engage contacts

When a new contact is added in Sarbacane Engage, this workflow promptly creates a lead in Salesforce, ensuring that new customer information is immediately harnessed for timely lead follow-ups. This automation helps your sales team stay on top of potential business opportunities and streamlines your lead management process.

When this happens...
Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

Contact Click
Triggers when a contact clicks a link in an email.
Trigger
Instant
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- Positive
- Negative
- Do not contact
- Out of Office
- Wrong contact
- Anti spam
- Bounce
- Unknown
Trigger
Instant
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Contact Open
Triggers when a contact opens an email.
Trigger
Instant
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Contact State
Triggers when the state of a contact in a sequence is updated.
Trigger
Instant
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Task Completed
Triggers when a task is completed by a user.
Trigger
Instant
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- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- EmailRequired
- List
- Owner id
Action
Write
- Sequence Id
- Contact IdRequired
- Sender idRequired
Action
Write

- Sequence Id
- Contact IdRequired
Action
Write
- ContactRequired
- Hard Unsubscribe
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- List
- Owner id
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- List
Trigger
Instant
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Note Created
Triggers when a note is created by a user.
Trigger
Instant
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Contact Stage
Triggers when the stage of a contact is updated.
Trigger
Instant
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- Sequence Id
Trigger
Instant
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- ReasonRequired
- Email or DomainRequired
Action
Write
- NameRequired
Action
Write
- Sequence Id
- Contact IdRequired
Action
Write
- Sequence Id
- ContactRequired
Action
Write
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- idRequired
- Email
- Status
Action
Write
- Email domain
- Company Name (if domain is unknown)
- First NameRequired
- Last NameRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sarbacane Engage

Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.

Salesforce + Sarbacane Engage

Generate new Salesforce leads from new Sarbacane Engage contacts

Contact Click

New Reply

Contact Open

Contact State

Task Completed

Create Contact

Engage Contact

Unpause Contact

Unsubscribe Contact From All Sequences

Find Contact by Email

Search or Create contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Contact

Note Created

Contact Stage

Step Reached

Blacklist Email/Domain

Create List

Pause Contact

Unsubscribe Contact From Sequence

Update Contact

Find Email From Contact Data

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Sarbacane Engage

Related categories

Related Zap Templates

Related Zap Templates