Leadferno integration with Salesforce
How to Add new Leadferno leads to Salesforce campaigns
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 Leadferno leads to Salesforce campaigns" 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 Leadferno integrations
Leadferno actions
Nekton can use any feature that is available in Leadferno API.
Using our advanced AI, you can easily create custom automations for Leadferno.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Find or Create Contact
Find a contact. Optionally, create one if none are found.
Send Message
Sends a message to a contact.
Find Contact
Find a contact by cellphone or email address. Warning: This is an inclusive search - if both values are provided and only one matches, we will return the contact. This could mean your follow on actions send messages etc to a contact with a different email or phone number than what was provided in the search query. Use 'Update Contact' as a follow on action if this is a concern.
New Contact
Triggers when a new contact is created.
About Leadferno
Text with customers right from your website using a powerful messaging inbox – so your team can increase conversions, close leads faster and delight your customers.