Centerpoint Connect + Salesforce
Create new Centerpoint Connect leads from updated Salesforce records
Ensure no potential leads slip through the cracks with this efficient workflow. Whenever an update occurs in a record within Salesforce, a new lead is promptly generated in Centerpoint Connect. This saves you the time take to manually transfer information between the two platforms, granting you more freedom to focus on nurturing those leads. It's a proactive step to bridge your sales and marketing efforts with an efficient, seamless process.
Ensure no potential leads slip through the cracks with this efficient workflow. Whenever an update occurs in a record within Salesforce, a new lead is promptly generated in Centerpoint Connect. This saves you the time take to manually transfer information between the two platforms, granting you more freedom to focus on nurturing those leads. It's a proactive step to bridge your sales and marketing efforts with an efficient, seamless process.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Lead
Creates a sales lead in Centerpoint
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