FundEasy + Salesforce
Create new Salesforce leads from new FundEasy registrants
When a new registration occurs in FundEasy, this workflow will promptly create a lead in Salesforce. This automation eliminates manual data entry, making your workflow smoother and more effective. By connecting FundEasy with Salesforce, you can quickly engage with your newly-registered users and move them through your sales funnel.
When a new registration occurs in FundEasy, this workflow will promptly create a lead in Salesforce. This automation eliminates manual data entry, making your workflow smoother and more effective. By connecting FundEasy with Salesforce, you can quickly engage with your newly-registered users and move them through your sales funnel.
- When this happens...Registrant Trigger
Triggered when actions happen with a registrant
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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