New leads in Salesforce — Finding notes in crowdDev

The scenario catches new leads in Salesforce and finds notes in crowdDev. Runs on its own, no manual copying.

  • For every new client in Salesforce, the related notes in crowdDev are found right away.
  • Context is at hand — no searching.
  • You understand a client from the first second.
Crowd Dev
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How it works

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

  1. Starts when: Facebook Lead Ads
  2. Then: Crowd Dev

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

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