Centerpoint Connect + Salesforce

Create new Centerpoint Connect leads from updated Salesforce records

Ensure no potential leads slip through the cracks with this efficient workflow. Whenever an update occurs in a record within Salesforce, a new lead is promptly generated in Centerpoint Connect. This saves you the time take to manually transfer information between the two platforms, granting you more freedom to focus on nurturing those leads. It's a proactive step to bridge your sales and marketing efforts with an efficient, seamless process.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Create Lead
Creates a sales lead in Centerpoint
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Trigger
Scheduled
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Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Trigger
Scheduled
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- Production IDRequired
- Stage NameRequired
- Force Update
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Trigger
Scheduled
Try It
- Company NameRequired
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property NameRequired
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact NameRequired
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead TypeRequired
- Opportunity Manager
- ProductRequired
- Price
- Forecasted
- Notes
Action
Write

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

Related categories

CRM (Customer Relationship Management)

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Centerpoint Connect + Salesforce

Create new Centerpoint Connect leads from updated Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Opportunity Created or Updated

Service Ticket Created or Updated

Update Production Workflow Stage

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

Production Ticket Created or Updated

Create Lead

About Centerpoint Connect

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces