SalesRabbit integration with Salesforce
How to Add lead objects to Salesforce when new leads are created in SalesRabbit
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 lead objects to Salesforce when new leads are created in SalesRabbit" 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 SalesRabbit integrations
SalesRabbit actions
Nekton can use any feature that is available in SalesRabbit API.
Using our advanced AI, you can easily create custom automations for SalesRabbit.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a lead.
Update Lead
Updates a lead.
Display Form Result
Displays the result of a submitted form and gives the option to update the lead associated with that form.
New/Updated Lead
Triggers when when a lead is created and/or updated.
Form Submitted
Send form data to Nekton when form is submitted in SalesRabbit.
About SalesRabbit
SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.