Canopy Connect + Salesforce

Create Salesforce leads from completed pulls in Canopy Connect

Easily streamline your workflow with this integration. Whenever a task in Canopy Connect is finalized, a new lead in Salesforce is instantly created. This automated process saves time, reduces manual effort, and ensures rapid follow-up with potential customers. Benefit from a seamless transition of data between your Canopy Connect tasks and Salesforce lead management system.

Easily streamline your workflow with this integration. Whenever a task in Canopy Connect is finalized, a new lead in Salesforce is instantly created. This automated process saves time, reduces manual effort, and ensures rapid follow-up with potential customers. Benefit from a seamless transition of data between your Canopy Connect tasks and Salesforce lead management system.

  1. When this happens...
    Canopy ConnectCanopy Connect
    Pull Completed

    Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
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canopy-connect logo

About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
Learn more

Related categories

  • Website & App Building
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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