Salesforce integration with DriverReach
How to Create DriverReach leads from new records in 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
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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 DriverReach leads from new records in 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 DriverReach integrations
DriverReach actions
Nekton can use any feature that is available in DriverReach API.
Using our advanced AI, you can easily create custom automations for DriverReach.
Here are some typical actions you can do in your automated workflows.
Create Driver Lead
Creates a new driver lead in DriverReach.
About DriverReach
DriverReach is a Recruiting Management System for hiring CDL drivers. Use the DriverReach Action to send driver lead info to DriverReach.