Salesforce + SignUpGenius

Create new Salesforce contacts from new SignUpGenius group members

Expand your client management effectiveness with this efficient SignUpGenius-Salesforce workflow. Whenever a new group member signs up on SignUpGenius, this automation swiftly creates a corresponding contact in your Salesforce application. Save time and maintain up-to-date customer information with this seamless operation.

Expand your client management effectiveness with this efficient SignUpGenius-Salesforce workflow. Whenever a new group member signs up on SignUpGenius, this automation swiftly creates a corresponding contact in your Salesforce application. Save time and maintain up-to-date customer information with this seamless operation.

  1. When this happens...
    SignUpGeniusSignUpGenius
    New Group Member

    Triggers when a new member is added to a specific group.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Active Sign UpRequired

    Trigger
    Scheduled
    Try It
    • Active Sign UpRequired

    Trigger
    Scheduled
    Try It
    • GroupsRequired

    • Member IdRequired

    Action
    Write
    • GroupsRequired

    • Select Text to SearchRequired

    • EmailRequired

    • First Name

    • Last Name

    Action
    Search or write
    • GroupRequired

    Trigger
    Scheduled
    Try It
    • GroupsRequired

    • EmailRequired

    • First Name

    • Last Name

    Action
    Write
    • Select Group to SearchRequired

    • Select Text to SearchRequired

    Action
    Search
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
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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
signupgenius logo
signupgenius logo

About SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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