MarketBox + Salesforce
Create Salesforce leads from new MarketBox client accounts
This integration streamlines your workflow by automatically generating a new lead in Salesforce for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Salesforce account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.
This integration streamlines your workflow by automatically generating a new lead in Salesforce for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Salesforce account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.
- When this happens...New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
Try ItNew Waitlist Form Submission
Triggers when a new waitlist form is submitted.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
