G2 Crowd integration with Salesforce
How to Create Salesforce accounts from new visitors on G2 Crowd
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 accounts from new visitors on G2 Crowd" 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 G2 Crowd integrations
G2 Crowd actions
Nekton can use any feature that is available in G2 Crowd API.
Using our advanced AI, you can easily create custom automations for G2 Crowd.
Here are some typical actions you can do in your automated workflows.
Tracked Prospect
Triggers when a visitor moves from your profile to a page tracked by Prospect Tracking, or vice versa.
New Lead
Triggers when a lead is generated on your product listing.
New Visit Event
Triggers each time a researcher views your profile, your category, your sponsored content, or comparisons that feature your product.
New Review
Triggers when new review created.
About G2 Crowd
G2 Crowd is a business review platform, that makes business purchasing decisions transparent and easy.