Salesforce + Siteglide

Create new Salesforce leads from new Siteglide form cases

Boost your sales outreach by leveraging this seamless workflow. Whenever a new form case is submitted in Siteglide, a lead is instantly created in Salesforce. This process ensures prompt responses to potential clients, enhancing efficiency in your sales process. Keep your Salesforce leads updated and watch your sales numbers soar.

When this happens...
Forms - New Item (Polling)
Triggers when a form is submitted and a case is created.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

- Form IDRequired
Trigger
Instant
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- Properties
Trigger
Polling
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- Properties
Trigger
Polling
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- WebApp IDRequired
- Properties
Trigger
Polling
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- Properties
Trigger
Polling
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- WebApp IDRequired
- Properties
Trigger
Polling
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- WebAppRequired
- NameRequired
- SlugRequired
- Weighting
- Item Enabled
- Release Date (UTC)
- Expiry Date (UTC)
- Categories
Action
Write

- Form IDRequired
- Item IDRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Form IDRequired
- Filter
Trigger
Polling
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CRM - New User
Triggers when a new user is added to your websites CRM.
Trigger
Polling
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- Module IDRequired
- Properties
Trigger
Polling
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CRM - Updated User
Triggers when a CRM User is updated
Trigger
Polling
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- Module IDRequired
- Properties
Trigger
Polling
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- NameRequired
- Email AddressRequired
Action
Write
- User IDRequired
- Name
- Email Address
Action
Write
- IDRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Siteglide

Siteglide is a Digital Experience Platform (DXP) that helps Agencies build & manage Websites, Portals, Marketplaces & Bespoke Applications.

Related categories

Website Builders

Similar apps

Zapier Interfaces

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

Salesforce + Siteglide

Create new Salesforce leads from new Siteglide form cases

Forms - New Item

eCommerce - Orders - New Item

eCommerce - Products - New Item

WebApps - New Item

eCommerce - Products - Updated Item

WebApps - Updated Item

WebApps - Create Item

Forms - Get Item

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Forms - New Item (Polling)

CRM - New User

Modules - New Item

CRM - Updated User

Modules - Updated Item

CRM - Create User

CRM - Update User

CRM - Get User

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Siteglide

Related categories

Similar apps

Zapier Interfaces