Answering Service Care + Salesforce
Create Salesforce leads from new Answering Service Care messages
By automating lead creation, you can enhance your sales pipeline, reduce manual data entry, and focus on nurturing client relationships to drive business growth. Set up this Zap to automatically create a new Salesforce lead whenever Answering Service Care receives a new message. This integration captures client information directly from incoming messages and adds it to your Salesforce CRM, ensuring that all inquiries are promptly tracked and followed up on.
By automating lead creation, you can enhance your sales pipeline, reduce manual data entry, and focus on nurturing client relationships to drive business growth. Set up this Zap to automatically create a new Salesforce lead whenever Answering Service Care receives a new message. This integration captures client information directly from incoming messages and adds it to your Salesforce CRM, ensuring that all inquiries are promptly tracked and followed up on.
- When this happens...New Message
Triggers when a new message is created by Answering Service Care.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Start Date
End Date
Try ItMessage UUIDRequired
Sender NameRequired
Sender Email AddressRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Subject LineRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
New Case Attachment
Triggers when a new Attachment is added to a case.
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New Message
Triggers when a new message is created by Answering Service Care.
Try ItAccount NumberRequired
Channel TypeRequired
Call InstructionsRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
FromRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day(s) of week/Day(s) of month
New Contact
Triggers when a new Contact is created.
Try It
