DONNA + Salesforce
Add and update leads in Salesforce for new rolling 30 day insights for auto cross sales in DONNA
Capture prospects effortlessly with this Zap. Once active, Donna will identify accounts which have home insurance policies but no personal auto policies. These accounts can be rounded off with additional policies at the time of renewal. Donna will automatically capture these records 30 days prior to the renewal date, populating your prospects in Salesforce and enabling a continuous drip workflow.
Capture prospects effortlessly with this Zap. Once active, Donna will identify accounts which have home insurance policies but no personal auto policies. These accounts can be rounded off with additional policies at the time of renewal. Donna will automatically capture these records 30 days prior to the renewal date, populating your prospects in Salesforce and enabling a continuous drip workflow.
- When this happens...New Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
- automatically do this...Create Lead
Creates a new lead in Salesforce.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItNew Contact
Triggers when a new Contact is created.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
