Popl integration with Salesforce
How to Create leads in Salesforce for new connections in Popl
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 leads in Salesforce for new connections in Popl" 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 Popl integrations
Popl actions
Nekton can use any feature that is available in Popl API.
Using our advanced AI, you can easily create custom automations for Popl.
Here are some typical actions you can do in your automated workflows.
New Contact (For Your Account)
Triggers when you collect a new contact via Popl.
New Lead (For Your Subteam)
Triggers when any member in the chosen subteam collects a new contact.
New Lead (For Your Team)
Triggers when any member of your team collects a new contact.
About Popl
Popl is a digital business card platform that allows you to share contact info and capture leads.