Salesforce + Toolsey
Create Salesforce records when new leads are added in Toolsey
Boost your sales efficiency with this tailored workflow. When a new lead is added in Toolsey, a corresponding record is promptly created in Salesforce. This seamless process not only ensures you don’t miss out on any prospective clients, but also saves you the time and effort of manual data entry. Enhance your productivity by keeping your sales pipeline up-to-date and organized.
Boost your sales efficiency with this tailored workflow. When a new lead is added in Toolsey, a corresponding record is promptly created in Salesforce. This seamless process not only ensures you don’t miss out on any prospective clients, but also saves you the time and effort of manual data entry. Enhance your productivity by keeping your sales pipeline up-to-date and organized.
- When this happens...Lead Added
Triggers when a lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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
