Avaza + Salesforce
Create Salesforce leads from new Avaza contacts
Streamline your customer management process with this efficient workflow. Whenever a new contact is added in Avaza, a corresponding lead is instantly created in Salesforce. This automation facilitates a seamless transition between your project management and CRM systems, ensuring no potential customer falls through the cracks and prospects are effectively managed without manual intervention.
Streamline your customer management process with this efficient workflow. Whenever a new contact is added in Avaza, a corresponding lead is instantly created in Salesforce. This automation facilitates a seamless transition between your project management and CRM systems, ensuring no potential customer falls through the cracks and prospects are effectively managed without manual intervention.
- When this happens...New Contact
Triggered when a new company contact is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Invoice Sent
Triggers when a new Invoice is sent.
Try ItNew Contact
Triggered when a new company contact is created.
Try ItNew Task Created
Trigger when a new task is created.
Try ItQuantityRequired
Unit PriceRequired
Inventory Item IDFK
Inventory Item Name
Description
Tax IDFK
Tax Name
Tax Percent
Discount
Estimate Prefix
Estimate Number
CompanyIDFK
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Invoice Template IDFK
Subject
Customer PO Number
Date Issued
Estimate Tax Config Code
Due Date
Notes
