Salesforce Essentials + Zenvia Conversion
Create Salesforce Essentials records for transferred Zenvia Conversion prospects
Streamline your sales pipeline with this workflow that initiates when a prospect is transferred within the Zenvia Conversion platform. This automation swiftly creates a new record in Salesforce Essentials, ensuring that your data remains consistent and current. Now, managing lead information between Zenvia Conversion and Salesforce Essentials becomes seamless, saving time and improving efficiency.
Streamline your sales pipeline with this workflow that initiates when a prospect is transferred within the Zenvia Conversion platform. This automation swiftly creates a new record in Salesforce Essentials, ensuring that your data remains consistent and current. Now, managing lead information between Zenvia Conversion and Salesforce Essentials becomes seamless, saving time and improving efficiency.
- When this happens...Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
- 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
