UpCity integration with Salesforce
How to Save new UpCity leads as leads in Salesforce
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 "Save new UpCity leads as leads in Salesforce" 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 UpCity integrations
UpCity actions
Nekton can use any feature that is available in UpCity API.
Using our advanced AI, you can easily create custom automations for UpCity.
Here are some typical actions you can do in your automated workflows.
New Sales Lead
Triggers when a new sales lead is created from an embedded SEO Report Card submission.
About UpCity
UpCity is a local inbound marketing platform for agencies, providing tools for SEO, reputation management, social media, and reporting.