DealMachine + Salesforce
Create new Salesforce leads from new DealMachine leads
Boost your productivity by streamlining your lead management strategy. With this workflow, when a new lead is created in DealMachine, it instantly captures and adds that lead into Salesforce. This saves you time, eliminates the need for manual data entry, and ensures that no potential customer slips through the cracks. Enhance your sales process and concentrate more on engaging with your leads rather than populating them.
Boost your productivity by streamlining your lead management strategy. With this workflow, when a new lead is created in DealMachine, it instantly captures and adds that lead into Salesforce. This saves you time, eliminates the need for manual data entry, and ensures that no potential customer slips through the cracks. Enhance your sales process and concentrate more on engaging with your leads rather than populating them.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItLead Status Change
Triggers when a status changes for a property.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired
