Salesforce + Sperse

Create Salesforce records from new Sperse leads

Moving data is simple work, but it often takes a long time. This happens because it is still done manually one by one. This integration offers a new way to move data from one platform to another more quickly, accurately, and cost-effectively. Once you have set up this integration, new leads created on Sperse will automatically be recorded on Salesforce object you choose.

Moving data is simple work, but it often takes a long time. This happens because it is still done manually one by one. This integration offers a new way to move data from one platform to another more quickly, accurately, and cost-effectively. Once you have set up this integration, new leads created on Sperse will automatically be recorded on Salesforce object you choose.

  1. When this happens...
    SperseSperse
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Match Existing Contact

    • Contact TypeRequired

    • Full Name

    • Prefix

    • First Name

    • Middle Name

    • Last Name

    • Nick Name

    • Suffix

    • Gender

    • Date of Birth

    • BANKcode

    • SSN

    • Company Name

    • Job Title

    • Industry

    • Work

    • Personal

    • Other

    • Website

    • LinkedIn

    • Photo URL

    • Work

    • Home

    • Mobile

    • Street

    • Address 2

    • City

    • State Name

    • State Code

    • Zip Code

    • Country Name

    • Country Code

    • Experience

    • Profile Summary

    • Interests

    • Notes

    • Follow Up Date

    • Assigned User

    • Deal Amount

    • Source Code

    • Channel Code

    • Affiliate Code

    • Referer URL

    • Entry URL

    Action
    Write
    • Contact Id

    • Contact Xref

    • Invoice Description

    • Date of the InvoiceRequired

    • Currency IdRequired

    • Due Date of the Invoice

    • Grand TotalRequired

    • Company

    • First Name

    • Last Name

    • Phone

    • Email

    • Country Id

    • State Id

    • State Name

    • City

    • Zip

    • Address 1

    • Address 2

    • Neighborhood

    • Company

    • First Name

    • Last Name

    • Phone

    • Email

    • Country Id

    • State Id

    • State Name

    • City

    • Zip

    • Address 1

    • Address 2

    • Neighborhood

    • QuantityRequired

    • Description

    • RateRequired

    • Total Item PriceRequired

    • Unit IdRequired

    • Commissionable Amount

    • Product Code

    • Purchase Order No.

    • Invoice No.Required

    • Invoice Note

    • Discount TotalRequired

    • Shipping TotalRequired

    • Tax TotalRequired

    • Date

    • Description

    • Amount

    • Gateway Name

    • Gateway Transaction Id

    • Historical DataRequired

    • StatusRequired

    Action
    Write
    • Contact Id

    • Contact Xref

    • Affiliate Code

    • User Id

    • User Email

    Action
    Write
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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sperse logo
sperse logo

About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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