Updated deals in Salesforce — Leads in Salesforce

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

  • A deal change in Salesforce adds the person to Salesforce itself
  • Matured clients land on the right lists at once
  • No manual moving between systems

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.