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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.

  1. When this happens...
    Showcase IDXShowcase IDX
    New Message

    Triggers when a message is sent by a lead.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then 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?
  • Showcase IDX triggers, actions, and search

    New Lead

    Triggers when a lead registers their account.

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    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
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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showcase-idx logo

About Showcase IDX

Showcase IDX is a real estate search plugin for WordPress, optimized for lead generation.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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