Connecteam + Salesforce

Create Salesforce leads from new Connecteam form submissions

Transform your Connecteam form submissions into fresh leads on Salesforce instantly with this streamlined workflow. As soon as there's a new form submission in Connecteam, it fuels the creation of a lead in Salesforce, ensuring you never miss an opportunity. From staying connected with your potential customers to reducing manual data entry, this integration covers it all.

Transform your Connecteam form submissions into fresh leads on Salesforce instantly with this streamlined workflow. As soon as there's a new form submission in Connecteam, it fuels the creation of a lead in Salesforce, ensuring you never miss an opportunity. From staying connected with your potential customers to reducing manual data entry, this integration covers it all.

  1. When this happens...
    ConnecteamConnecteam
    New Form Submission

    Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Time ClockRequired

    Trigger
    Instant
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    • Form NameRequired

    Trigger
    Instant
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    • SchedulerRequired

    Trigger
    Instant
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    • Task BoardRequired

    Trigger
    Instant
    Try It
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About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
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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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