Salesforce + Visual Visitor
Create Salesforce leads from new Visual Visitor notifications with company and contact data
Transform the way you manage new visitor information with this seamless workflow between Visual Visitor and Salesforce. As soon as Visual Visitor notifies you of a new visitor with company and contact data, a lead is immediately created in Salesforce. This smooth process saves you time, reduces manual data entry, and ensures you never miss out on valuable leads.
Transform the way you manage new visitor information with this seamless workflow between Visual Visitor and Salesforce. As soon as Visual Visitor notifies you of a new visitor with company and contact data, a lead is immediately created in Salesforce. This smooth process saves you time, reduces manual data entry, and ensures you never miss out on valuable leads.
- When this happens...New Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
Try ItNew Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
New Visitor Notification for a Tagged Visitor
Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
