Snov.io integration with Salesforce
How to Create records in Salesforce when you add new prospects in Snov.io
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create records in Salesforce when you add new prospects in Snov.io" and then click on "Automate".
-
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 Snov.io integrations
Snov.io actions
Nekton can use any feature that is available in Snov.io API.
Using our advanced AI, you can easily create custom automations for Snov.io.
Here are some typical actions you can do in your automated workflows.
Search Email
This action launches a search of emails by first name, last name, and domain name; collect search results through Collect Email
Create / Update Prospect
Creates / updates a prospect
Collect Verification Results
Collect email verification results after Add Email For Verification through this action.
Find Prospect by ID
Finds a prospect by their ID.
Add Email for Verification
This action adds an email for verification. You can receive the results of the verification through Collect Verification Results.
Update Recipient's Status
Change recipient's status in an email drip campaign.
About Snov.io
Snov.io is an easy and powerful CRM. Find leads, manage your database, and send converting automated emails.