Leadferno + Salesforce

Find and update Salesforce records for new Leadferno leads

Salesforce is an excellent place to handle data about leads. This Zapier template will save you time and energy by keeping contact records up-to-date with leads in Leadferno. Every time a new lead is created in Leadferno, the corresponding contact record in Salesforce will be updated with the conversation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this...
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

- CustomerRequired
- ProfileRequired
Trigger
Instant
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- CustomerRequired
- ProfileRequired
Trigger
Instant
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- CustomerRequired
- ProfileRequired
Trigger
Instant
Try It
- CellphoneRequired
- ProfileRequired
- Email
- First name
- Last name
- Cellphone region
Action
Write
- ContactRequired
- Cellphone
- Profile
- Email
- First name
- Last name
- Cellphone region
Action
Write

- ProfileRequired
- CellphoneRequired
- Email Address
- First name
- Last name
- Cellphone region
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It

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
Try It
- 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

- CustomerRequired
- ProfileRequired
Trigger
Instant
Try It
- CustomerRequired
- ProfileRequired
Trigger
Instant
Try It
- CustomerRequired
- ProfileRequired
- StatusRequired
Trigger
Instant
Try It
- ProfileRequired
- ContactRequired
- MessageRequired
- Message Type
- Scheduled Send Time
Action
Write
- ProfileRequired
- Cellphone
- Email Address
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- 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

About Leadferno

Text with customers right from your website using a powerful messaging inbox – so your team can increase conversions, close leads faster and delight your customers.

Related categories

Communication

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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

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New Contact

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New Tag

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Update Contact

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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)

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Find Record(s)

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New Message

New Lead

Updated Lead Status

Send Message

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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

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API Request (Beta)

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About Leadferno

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About Salesforce

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