AgentFire integration with Salesforce
How to Add new AgentFire leads to Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new AgentFire leads to Salesforce" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AgentFire integrations
AgentFire actions
Nekton can use any feature that is available in AgentFire API.
Using our advanced AI, you can easily create custom automations for AgentFire.
Here are some typical actions you can do in your automated workflows.
Update Lead
Update Lead in Lead Manager
Find Lead
Find Lead in Lead Manager
Find or Create Lead
Find Lead in Lead Manager
Create New Lead
Send new lead to AgentFire Lead Manager
Find Agent
Find Agent in your Team Members directory.
Find Office
Find Office in your Offices directory.
About AgentFire
AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.