Salesforce + Visual Visitor
Create Salesforce leads from new Visual Visitor notifications with company data only
Boost your sales process by seamlessly converting visitors into potential leads. When Visual Visitor identifies a new visitor with company data, this workflow instantly creates a lead in Salesforce. It's a convenient solution that ensures you capitalize on every business opportunity, reducing the time spent on manual data entries.
Boost your sales process by seamlessly converting visitors into potential leads. When Visual Visitor identifies a new visitor with company data, this workflow instantly creates a lead in Salesforce. It's a convenient solution that ensures you capitalize on every business opportunity, reducing the time spent on manual data entries.
- When this happens...New Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 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
