Salesforce + Spoki
Create or update Spoki contacts from new Salesforce leads
This workflow comes in handy when you need a swift and effective response to new leads on Salesforce. Through this process, any fresh lead on Salesforce seamlessly results in creating or updating contact details on the Spoki app. It's a smart way to keep all your leads' information handy in real time, enhancing your organization and response rates. This automation not only minimizes manual data entry but also ensures that each potential customer promptly gets your attention.
This workflow comes in handy when you need a swift and effective response to new leads on Salesforce. Through this process, any fresh lead on Salesforce seamlessly results in creating or updating contact details on the Spoki app. It's a smart way to keep all your leads' information handy in real time, enhancing your organization and response rates. This automation not only minimizes manual data entry but also ensures that each potential customer promptly gets your attention.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
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