New Feature – LeadMaster Integrates with SalesForce

LeadMaster Workflow Automation has a new feature which adds a new action that allows records to be sent to the SalesForce CRM application. This is available as both a Workflow Action and as a Task in the Task Manager.

 

LeadMaster / Salesforce CRM Integration

LeadMaster / Salesforce CRM Integration

 

There are several ways you can send records to the other CRM.

  • As a workflow you can connect one of the checkboxes (call stats / click actions / express updates) to a workflow that will send the current record.
  • As a workflow you can specify a specific field for sending records.  Then search and update a group of records sending them all to the other CRM.
  • As a Task in the Task Manager you can send the record to the other CRM when either the task has or has not been completed.  The task manager provides an endless variety of options.  For example, if a lead hasn’t been claimed in 10 minutes send it to inside sales where they use Sales Force and will followup on the lead.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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