ConvertFlow integration with Salesforce
How to Create Salesforce record for new ConvertFlow contacts
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce record for new ConvertFlow contacts" 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 ConvertFlow integrations
ConvertFlow actions
Nekton can use any feature that is available in ConvertFlow API.
Using our advanced AI, you can easily create custom automations for ConvertFlow.
Here are some typical actions you can do in your automated workflows.
Add a Tag
Adds a tag to an existing contact. A new contact will be created if no contact matching given email address is present in ConvertFlow.
Remove a Tag
Removes a tag from an existing contact.
Create or Update Contact
Creates or updates a contact record in ConvertFlow.
Delete Contact
This will perform a full deletion of the contact record in ConvertFlow. Useful for GDPR workflows.
Form/Survey Submission (New)
Triggers when a form or survey element is submitted.
New Contact
Triggers when a new contact is created.
About ConvertFlow
ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.