Real Geeks + Salesforce
Create Salesforce records for new Real Geeks leads
When a new lead surfaces in Real Geeks, let this workflow take over and create a record for that lead in Salesforce. This saves you from having to do that data entry manually and makes sure your Salesforce records stay updated with every new potential customer. Capture all important data, ensuring your sales processes are streamlined and efficient.
When a new lead surfaces in Real Geeks, let this workflow take over and create a record for that lead in Salesforce. This saves you from having to do that data entry manually and makes sure your Salesforce records stay updated with every new potential customer. Capture all important data, ensuring your sales processes are streamlined and efficient.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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SiteRequired
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
