Salesforce integration with LeadOwl
How to Create new LeadOwl leads from new Salesforce leads
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 new LeadOwl leads from new Salesforce leads" 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 LeadOwl integrations
LeadOwl actions
Nekton can use any feature that is available in LeadOwl API.
Using our advanced AI, you can easily create custom automations for LeadOwl.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
About LeadOwl
LeadOwl is a smart phone & web app that allows you and your team to connect funnels, get reminders, and follow up with prospects instantly.