immedio Forms + Salesforce

Create new Salesforce leads from new immedio Forms leads

When a new lead is added in the immedio Forms application, this workflow swiftly initiates a Lead creation process in Salesforce. This allows you to effortlessly keep your CRM updated, ensuring you never miss out on potential business opportunities. Through this efficient workflow, the manual process of data transfer is eliminated, saving valuable time and boosting your productivity.

When a new lead is added in the immedio Forms application, this workflow swiftly initiates a Lead creation process in Salesforce. This allows you to effortlessly keep your CRM updated, ensuring you never miss out on potential business opportunities. Through this efficient workflow, the manual process of data transfer is eliminated, saving valuable time and boosting your productivity.

  1. When this happens...
    immedio Formsimmedio Forms
    Leads

    Triggers when leads is created in immedio forms.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • form

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Polling
    Try It
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immedio-forms logo

About immedio Forms

immedio Forms is a web form with multiple use cases like post webinar questionnaire, business card capture and meeting scheduling.

Related categories

  • Marketing
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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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Zapier Interfaces

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