Chatsimple + Salesforce
Create new Salesforce records from new Chatsimple leads
With this workflow, you can streamline your lead management process. When a new lead is captured in Chatsimple, a corresponding record is instantly created in Salesforce. This setup ensures no leads slips through the cracks and your sales team can act upon them quickly. Ideal for businesses aiming to keep their CRM up-to-date and manage fresh leads efficiently.
With this workflow, you can streamline your lead management process. When a new lead is captured in Chatsimple, a corresponding record is instantly created in Salesforce. This setup ensures no leads slips through the cracks and your sales team can act upon them quickly. Ideal for businesses aiming to keep their CRM up-to-date and manage fresh leads efficiently.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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