RevBoss + Salesforce

Create Salesforce contacts when prospects take new actions on RevBoss flows

No need to manually import leads into Salesforce anymore! With this integration, every time a prospect takes a new action on a RevBoss flow, a record or existing record will be updated in Salesforce automatically. (An action occurs when a prospect replies, unsubscribes, or completes a RevBoss flow.)

No need to manually import leads into Salesforce anymore! With this integration, every time a prospect takes a new action on a RevBoss flow, a record or existing record will be updated in Salesforce automatically. (An action occurs when a prospect replies, unsubscribes, or completes a RevBoss flow.)

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    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?
    • Event TypeRequired

    • Flow

    Trigger
    Instant
    Try It
    • EmailRequired

    • Suppression TypeRequired

    • Title

    Action
    Write
  • 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
    • 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

    Action
    Write
  • 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
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revboss logo

About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.
Help

Related categories

  • CRM (Customer Relationship Management)

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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