Limo Anywhere + Salesforce
Create Salesforce leads from new Limo Anywhere quote requests
Need a way to track new quote requests all the way through your sales pipeline? This Zapier automation is just the ticket. After you set it up, whenever a customer requests a quote for Limo Anywhere, Zapier will automatically create a lead in Salesforce. That way, you can have all your sales contacts right where you need them with no extra effort on your part.
Need a way to track new quote requests all the way through your sales pipeline? This Zapier automation is just the ticket. After you set it up, whenever a customer requests a quote for Limo Anywhere, Zapier will automatically create a lead in Salesforce. That way, you can have all your sales contacts right where you need them with no extra effort on your part.
- When this happens...New Quote Request
Triggers when a new quote request is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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