Canopy Connect + Salesforce
Create Salesforce leads from completed pulls in Canopy Connect
Easily streamline your workflow with this integration. Whenever a task in Canopy Connect is finalized, a new lead in Salesforce is instantly created. This automated process saves time, reduces manual effort, and ensures rapid follow-up with potential customers. Benefit from a seamless transition of data between your Canopy Connect tasks and Salesforce lead management system.
Easily streamline your workflow with this integration. Whenever a task in Canopy Connect is finalized, a new lead in Salesforce is instantly created. This automated process saves time, reduces manual effort, and ensures rapid follow-up with potential customers. Benefit from a seamless transition of data between your Canopy Connect tasks and Salesforce lead management system.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
