smashleads integration with Salesforce
How to Create Salesforce records from new leads in smashleads
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 Salesforce records from new leads in smashleads" 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 smashleads integrations
smashleads actions
Nekton can use any feature that is available in smashleads API.
Using our advanced AI, you can easily create custom automations for smashleads.
Here are some typical actions you can do in your automated workflows.
New Agency Customer Lead
Triggers when a new Lead is generated for one of the Quizzes, assigned to Agency User´s customer.
New Lead
Triggers when new leads are generated through the lead generator.
About smashleads
smashleads™ is a tool which makes it possible to optimize the leadgeneration by interactive content and artificial intelligence.