AgentFire + Salesforce
Create Salesforce records from new AgentFire leads
Ensure you never miss an opportunity with this efficient workflow. When a new lead is registered in AgentFire, it directly creates a record in Salesforce. This seamless process helps maintain a steady and organized flow of data between both platforms. Save time and stay up-to-date with your leads by implementing this automatic system.
Ensure you never miss an opportunity with this efficient workflow. When a new lead is registered in AgentFire, it directly creates a record in Salesforce. This seamless process helps maintain a steady and organized flow of data between both platforms. Save time and stay up-to-date with your leads by implementing this automatic system.
- When this happens...New Lead
Triggers when a new lead is captured in the Lead Manager.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
