ReadyStack + Salesforce

Add qualified ReadyStack contacts as Salesforce leads

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this ReadyStack-Salesforce integration and you'll add contacts instantly when they become qualified based on conditions you set ReadyStack. Once it's active, Zapier will send qualified leads from ReadyStack to Salesforce automatically. Use your ReadyStack account to create Zapier export options and select the one.

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this ReadyStack-Salesforce integration and you'll add contacts instantly when they become qualified based on conditions you set ReadyStack. Once it's active, Zapier will send qualified leads from ReadyStack to Salesforce automatically. Use your ReadyStack account to create Zapier export options and select the one.

  1. When this happens...
    ReadyStackReadyStack
    New Exported Contact From Autobot

    Triggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your ReadyStack account.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Export EventRequired

    Trigger
    Instant
    Try It
    • List

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    • Select WorkflowRequired

    • Select ActionRequired

    • Enter Tag label or insert Value from field

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • Export EventRequired

    • Workflow Option Zaps

    Trigger
    Instant
    Try It
    • EmailRequired

    • Select WorkflowRequired

    • Select Action

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
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readystack logo

About ReadyStack

ReadyStack provides Zap templates, data connections and expert workflow automation to enable quick app launches without costly development.
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Related categories

  • Marketing Automation

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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