Salesforce + Talkadot
Create contacts in Salesforce from new referral leads in Talkadot
Effortlessly manage your networking with this dynamic automation between Talkadot and Salesforce. Whenever a new referral lead appears in Talkadot, a contact will be instantly created in Salesforce. This smooth workflow saves you the trouble of manual data transfers, keeping your contact list always up-to-date within Salesforce. It's the perfect solution for staying organized and on top of your business relationships.
Effortlessly manage your networking with this dynamic automation between Talkadot and Salesforce. Whenever a new referral lead appears in Talkadot, a contact will be instantly created in Salesforce. This smooth workflow saves you the trouble of manual data transfers, keeping your contact list always up-to-date within Salesforce. It's the perfect solution for staying organized and on top of your business relationships.
- When this happens...New Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
Try ItNew Attendee
Triggers when a new attendee record with email address and other contact information is created.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
New Email Opt In
Triggers when a new attendee record who indicates they want to be part of your mailing list is created.
Try ItNew Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
