Create leads in Salesforce for new accounts in Badger Maps
Maintain up-to-date leads within your sales environment with this streamlined workflow. As soon as a new account is created in Badger Maps, a lead is immediately crafted in Salesforce. This efficient mechanism not only helps manage your sales pipeline but also ensures no potential customer slips through the cracks. The result: better tracking and follow-ups, maximizing your sales opportunities.
Maintain up-to-date leads within your sales environment with this streamlined workflow. As soon as a new account is created in Badger Maps, a lead is immediately crafted in Salesforce. This efficient mechanism not only helps manage your sales pipeline but also ensures no potential customer slips through the cracks. The result: better tracking and follow-ups, maximizing your sales opportunities.
- When this happens...New Account
Triggers when you or a user you manage creates an Account.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Email Address or User IDRequired