Salesforce + Showcase IDX
Create notes in Salesforce from messages in Showcase IDX
Let Salesforce work for you. When a lead sends you a message through your Showcase IDX app, this integration will send the message through to your Salesforce account where you can set up your communication with your leads and be more productive.
Let Salesforce work for you. When a lead sends you a message through your Showcase IDX app, this integration will send the message through to your Salesforce account where you can set up your communication with your leads and be more productive.
- When this happens...New Message
Triggers when a message is sent by a lead.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About Showcase IDX
Showcase IDX is a real estate search plugin for WordPress, optimized for lead generation.