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Automatic Salesforce Contact or Lead Creation From Data

It is now possible to automatically create Salesforce contacts (or leads) from data using our new integration.

To automatically create Salesforce contacts (or leads) for stores created or updated during a weekly workflow, simply add a Contact/Lead Creation Rule to the workflow's Salesforce action. Contact/Lead Creation Rule Contact/Lead Creation Rule.

You can configure multiple contact/lead creation rules and they will each be tried until the maximum number of contacts/leads is reached. This allows you to configure fallback logic such as:

  • Find people at the company from working in Marketing with a Director title or above.
  • If none found, then query for any people working in Sales.
  • If none found, then fallback to using a generic email from the Store Leads database.