Convo + Salesforce
Post new Salesforce leads to Convo
Make sure you know about every new lead that's added to your team's Salesforce account with this integration. Set it up so that, as soon as a Salesforce lead is created, Zapier automatically posts info about each one in Convo.
Make sure you know about every new lead that's added to your team's Salesforce account with this integration. Set it up so that, as soon as a Salesforce lead is created, Zapier automatically posts info about each one in Convo.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Template Post
Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.
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About Convo
Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
