Elements Financial Advisor Tools + Salesforce

Add new Elements prospects as leads in Salesforce

Manually transferring new Elements prospects to Salesforce can be time-consuming and prone to errors. This integration simplifies the process by automatically adding new Elements prospects as leads in Salesforce. Focus on nurturing relationships and converting new clients while your CRM stays up-to-date, ensuring a seamless and efficient lead management experience.

Manually transferring new Elements prospects to Salesforce can be time-consuming and prone to errors. This integration simplifies the process by automatically adding new Elements prospects as leads in Salesforce. Focus on nurturing relationships and converting new clients while your CRM stays up-to-date, ensuring a seamless and efficient lead management experience.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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  • Forms & Surveys

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier