Salesforce + Whappy
Create Salesforce leads or opportunities when new Whappy conversations close
Enterprise CRM systems need comprehensive lead data and qualification results to maintain accurate sales forecasting. When new conversations close in Whappy, this Zap creates Salesforce leads for unqualified prospects or opportunities for qualified leads, including conversation summaries and scoring details. Your sales organization maintains enterprise-level pipeline management while ensuring no prospects fall through the cracks.
Enterprise CRM systems need comprehensive lead data and qualification results to maintain accurate sales forecasting. When new conversations close in Whappy, this Zap creates Salesforce leads for unqualified prospects or opportunities for qualified leads, including conversation summaries and scoring details. Your sales organization maintains enterprise-level pipeline management while ensuring no prospects fall through the cracks.
- When this happens...Lead Closed
Triggers when a lead conversation reaches a closing step.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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