DiscoverData + Salesforce Essentials

Create Salesforce Essentials records for new B2B leads in DiscoverData

Once this Zapier integration is active, whenever you have a new B2B lead in DiscoverData, a corresponding Salesforce Essentials record will be generated automatically.

Once this Zapier integration is active, whenever you have a new B2B lead in DiscoverData, a corresponding Salesforce Essentials record will be generated automatically.

  1. When this happens...
    DiscoverDataDiscoverData
    New B2B Lead

    Triggers when a new B2B lead is created.

    TriggerPolling
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About DiscoverData

DiscoverData helps you convert your website browsers into buyers by leveraging our AI matching technology.

Related categories

  • Business Intelligence
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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