Salesforce + VanillaSoft
Update Salesforce leads when new VanillaSoft contacts are created
Keep your sales team always up-to-date with this workflow. When a specific event takes place within VanillaSoft, it promptly initiates an action in Salesforce to update the lead. This automatic process eliminates the need for manual data entry, ensuring your Salesforce data always reflects the most current information in VanillaSoft. Stay connected to your contacts and keep your lead management efficient and accurate.
Keep your sales team always up-to-date with this workflow. When a specific event takes place within VanillaSoft, it promptly initiates an action in Salesforce to update the lead. This automatic process eliminates the need for manual data entry, ensuring your Salesforce data always reflects the most current information in VanillaSoft. Stay connected to your contacts and keep your lead management efficient and accurate.
- When this happens...Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
VanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
