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OptinMonster + Salesforce

Create Salesforce leads from new OptinMonster leads

Save time and streamline your sales process with this OptinMonster to Salesforce workflow. When a new lead is captured in OptinMonster, this automation will immediately create a lead in Salesforce, ensuring your sales team can quickly follow up with potential customers. Stay organized and boost your conversion rates with this seamless lead management solution.

Save time and streamline your sales process with this OptinMonster to Salesforce workflow. When a new lead is captured in OptinMonster, this automation will immediately create a lead in Salesforce, ensuring your sales team can quickly follow up with potential customers. Stay organized and boost your conversion rates with this seamless lead management solution.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

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  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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Related Zap Templates

Related Zap Templates

  • Create Salesforce leads from new OptinMonster leads
  • Create Salesforce leads every time new OptinMonster leads appear

 

  • Add new OptinMonster leads as Salesforce contacts
  • Create records in Salesforce for every new lead in OptinMonster

 

  • Generate Salesforce custom objects for new leads in OptinMonster