Salesforce Essentials + Zenvia Conversion
Create new Salesforce Essentials records whenever new prospects are generated in Zenvia Conversion
When a new prospect is identified in Zenvia Conversion, this workflow ensures all relevant information is immediately recorded in Salesforce Essentials. Streamline your lead management process, keeping your sales team updated with real-time data. This seamless process helps improve the efficiency and reliability of your pipeline without the need for manual data entry.
When a new prospect is identified in Zenvia Conversion, this workflow ensures all relevant information is immediately recorded in Salesforce Essentials. Streamline your lead management process, keeping your sales team updated with real-time data. This seamless process helps improve the efficiency and reliability of your pipeline without the need for manual data entry.
- When this happens...Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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Prospect Archived
Triggers when a prospect is archived.
Try ItUnsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Try ItFields
Try ItReminder Set
Triggers when a prospect reminder is set.
Try It
Successful Call
Triggers when a call to a prospect is successful.
Try ItThe app to listen events fromRequired
Try ItProspect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Try ItSale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Try It
