CustomerLabs integration with Salesforce
How to Create Salesforce leads from new CustomerLabs user events
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 leads from new CustomerLabs user events" 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 CustomerLabs integrations
CustomerLabs actions
Nekton can use any feature that is available in CustomerLabs API.
Using our advanced AI, you can easily create custom automations for CustomerLabs.
Here are some typical actions you can do in your automated workflows.
Create or Update User
Creates a new user or updates an existing user.
New Event
Triggers when a new event is created.
About CustomerLabs
CustomerLabs Action Recorder helps you track website without writing code and unify customer data across all marketing tools.