Salesforce + Whautomate
Create Salesforce leads from newly created Whautomate clients
When a new client is created in Whautomate, this workflow promptly generates a lead in Salesforce. You create a seamless bridge between your CRM tools, ensuring that your Salesforce database is always updated with the latest client additions from Whautomate. Your sales team can save time as they no longer need to manually input new client data, letting them focus on nurturing these leads instead.
When a new client is created in Whautomate, this workflow promptly generates a lead in Salesforce. You create a seamless bridge between your CRM tools, ensuring that your Salesforce database is always updated with the latest client additions from Whautomate. Your sales team can save time as they no longer need to manually input new client data, letting them focus on nurturing these leads instead.
- When this happens...New Client Created
Triggers when a new client is created in Whautomate.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Try ItNew Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Try ItNew Contact Created
Triggers when a new contact is created in Whautomate.
Try ItContact IdRequired
TagsRequired
Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
Try ItNew Client Created
Triggers when a new client is created in Whautomate.
Try ItId of the ClientRequired
TagsRequired
Client Full NameRequired
Client Country CodeRequired
Client PhoneRequired
Location IdRequired
ServiceRequired
DateRequired
TimeRequired
Timezone
Notes
Staff
