Proofly integration with Salesforce
How to Create records in Salesforce from new leads collected in Proofly
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 records in Salesforce from new leads collected in Proofly" 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 Proofly integrations
Proofly actions
Nekton can use any feature that is available in Proofly API.
Using our advanced AI, you can easily create custom automations for Proofly.
Here are some typical actions you can do in your automated workflows.
Find Notification
Get the data for a specific notification ID.
Create Conversion
Add an external lead/conversion/sale to a Proofly notification.
Lead Collected
Triggers when a new lead is collected.
About Proofly
Proofly is a powerful social-proof tool that works on/with any platform to boost your conversions and sales.