New deals in Salesforce — Updating leads in Salesforce

The scenario catches new deals in Salesforce and updates leads in Salesforce. Runs on its own, no manual copying.

  • A new deal in Salesforce marks itself on the Salesforce client card
  • Nobody calls the client blind — the deal status is right there
  • Cards stay current with no manual edits

How it works

To pass leads from Salesforce to automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Pipedrive
  2. Then: Pipedrive 2

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.