Real Geeks + Salesforce
Create new Salesforce leads from fresh Real Geeks leads
Increase your efficiency in managing incoming leads with this streamlined workflow. As soon as a new lead emerges in Real Geeks, it instantly establishes a new lead record in Salesforce. This results in the seamless transfer of critical data, saving you time and ensuring no lead falls through the cracks. Improve your lead management process with this simple automation.
Increase your efficiency in managing incoming leads with this streamlined workflow. As soon as a new lead emerges in Real Geeks, it instantly establishes a new lead record in Salesforce. This results in the seamless transfer of critical data, saving you time and ensuring no lead falls through the cracks. Improve your lead management process with this simple automation.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
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
