Optix + Salesforce

Create leads in Salesforce from new members on Optix

Boost your sales process productivity with this Optix and Salesforce integration. Whenever a new member joins in Optix, this workflow ensures they're instantly added as a lead in Salesforce. With this automation, manual data entry will belong to the past and you can focus on building relationships with your new members.

When this happens...
New Member
Triggers when a new member is added to an organization.
TriggerInstant
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Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- OrganizationRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- OrganizationRequired
- Task IDRequired
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

Learn more

Related categories

Scheduling & Booking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Optix members to Salesforce as leads

Create new Salesforce contacts from new Optix members

Create Salesforce contacts from new Optix plan subscriptions

Optix + Salesforce

Create leads in Salesforce from new members on Optix

Assignment Canceled

New Assignment

New Issue

Booking Canceled

New Booking

New Member

New Plan Subscription

New Invoice Payment

Plan Subscription Ending Soon

Task Created

Add User to Optix

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Assignment Changed

Plan Subscription Canceled

New Lead

Booking Changed

New Check-In

New User Support Request

New Team Member

Plan Subscription Changed

New Product Sale

Team Member Deleted

Complete Task in Optix

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Optix

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates