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
Triggers when a new Task is created.
Try ItProjectRequired
SectionRequired
Assigned To
TitleRequired
Description
Date Due UTC
Date Due
New Company
Triggers when a new contact Company is created.
Try ItNew Project
Triggers when a new Project is created.
Try ItProject TitleRequired
Company ID
Company Name
CurrencyCode
Project Notes
Company NameRequired
Contact EmailRequired
FirstnameRequired
LastnameRequired
Currency Code
Company Billing Address
Position Title
Mobile
Phone
Update Existing
