Salesforce + The Value Builder System™
Activate engagement programs in The Value Builder System™ and generate new leads in Salesforce
Boost your sales efforts seamlessly every time you activate an engagement program in The Value Builder System™. This workflow ensures that a new lead is promptly created in Salesforce, giving your sales team immediate access to potential clients. By integrating The Value Builder System™ with Salesforce, your sales process becomes more efficient, helping your team focus on establishing relationships and closing deals.
Boost your sales efforts seamlessly every time you activate an engagement program in The Value Builder System™. This workflow ensures that a new lead is promptly created in Salesforce, giving your sales team immediate access to potential clients. By integrating The Value Builder System™ with Salesforce, your sales process becomes more efficient, helping your team focus on establishing relationships and closing deals.
- When this happens...Engagement Program Activated
Triggers when an engagement program is activated for a contact.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Try ItOpened Email by Contact
Triggers when a contact opens an email.
Try ItSent Email to Contact
Triggers when a contact is sent an email.
Try ItNew Contact
Triggers when a new contact is added to Value Builder.
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Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Try ItOpen/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Try ItEngagement Program Activated
Triggers when an engagement program is activated for a contact.
Try ItUnsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
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