Salesforce + SalesRabbit
Create new Salesforce leads from submitted SalesRabbit forms
When a new form submission is logged in SalesRabbit, this workflow will create a new lead entry in Salesforce. This clever automation not only saves time but ensures prompt recording of potential leads in Salesforce directly from SalesRabbit. It's a sure way to stay organized, improve efficiency, and never miss the opportunity to follow up on a potential business lead.
When a new form submission is logged in SalesRabbit, this workflow will create a new lead entry in Salesforce. This clever automation not only saves time but ensures prompt recording of potential leads in Salesforce directly from SalesRabbit. It's a sure way to stay organized, improve efficiency, and never miss the opportunity to follow up on a potential business lead.
- When this happens...Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Contact
Triggers when a new Contact is created.
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
