Salesforce + Toolsey
Create new Salesforce leads every time new leads are added in Toolsey
Boost your sales efforts by seamlessly moving new leads from Toolsey to Salesforce. When a new lead is added in Toolsey, this workflow will instantly create a corresponding lead in Salesforce. This efficient process saves you time, reduces manual data entry, and ensures that every potential customer is quickly accounted for in your Salesforce system.
Boost your sales efforts by seamlessly moving new leads from Toolsey to Salesforce. When a new lead is added in Toolsey, this workflow will instantly create a corresponding lead in Salesforce. This efficient process saves you time, reduces manual data entry, and ensures that every potential customer is quickly accounted for in your Salesforce system.
- When this happens...Lead Added
Triggers when a lead is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Lead Added
Triggers when a lead is created.
Try ItLead Updated
Triggers when lead updated on the site.
Try ItLead IDRequired
New Contact
Triggers when a new Contact is created.
Try It
Lead Removed
Triggers when lead removed on the site.
Try ItFirst Name
Last Name
Full Name
Email
Primary Phone
Address
Alternative Address
City
State/Province
Postal Code
Comments
Appointment Date
Adjuster Date
Appointment Time
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
