Mobilo Card integration with Salesforce
How to Add new Mobilo Card leads to 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 "Add new Mobilo Card leads to 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 Mobilo Card integrations
Mobilo Card actions
Nekton can use any feature that is available in Mobilo Card API.
Using our advanced AI, you can easily create custom automations for Mobilo Card.
Here are some typical actions you can do in your automated workflows.
New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
About Mobilo Card
The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.