RevBoss + Salesforce
Create new Salesforce contacts from updated RevBoss prospect events
Streamline your sales process with this efficient workflow that links RevBoss and Salesforce. When a prospect event occurs on RevBoss, a new contact is promptly created within your Salesforce account. This saves you time, reduces manual data entry, and ensures your Salesforce contacts stay up-to-date with potential client interactions. Make the most out of your prospecting efforts with this straightforward workflow.
Streamline your sales process with this efficient workflow that links RevBoss and Salesforce. When a prospect event occurs on RevBoss, a new contact is promptly created within your Salesforce account. This saves you time, reduces manual data entry, and ensures your Salesforce contacts stay up-to-date with potential client interactions. Make the most out of your prospecting efforts with this straightforward workflow.
- When this happens...Prospect Event
Triggers when a Prospect completes a specified event.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
