Posh + Salesforce
Create new Salesforce leads from new Posh messages
Capture leads efficiently with this Posh to Salesforce workflow. When a new message is received in the Posh app, it immediately creates a lead in Salesforce. This seamless integration enables better lead management and helps in staying organized, saving time, and improving your sales process.
Capture leads efficiently with this Posh to Salesforce workflow. When a new message is received in the Posh app, it immediately creates a lead in Salesforce. This seamless integration enables better lead management and helps in staying organized, saving time, and improving your sales process.
- When this happens...Message
Triggers when agent takes a message on behalf of you.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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About Salesforce
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