Convertri + Salesforce
Create leads in Salesforce from new submissions on Convertri pages
Easily transform your new Convertri page submissions into potential business opportunities in Salesforce. This streamlined workflow creates a Salesforce lead every time there's a new submission from your Convertri page. It saves time on manual data entry and ensures immediate follow-up, making lead management more efficient and effective. It's a simple way of turning website engagement into potential sales.
Easily transform your new Convertri page submissions into potential business opportunities in Salesforce. This streamlined workflow creates a Salesforce lead every time there's a new submission from your Convertri page. It saves time on manual data entry and ensures immediate follow-up, making lead management more efficient and effective. It's a simple way of turning website engagement into potential sales.
- When this happens...New Submission From Page
Triggers when a form or checkout is submitted from a specific page in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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