Create Salesforce Leads from New Customers Identified in Mantle
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Strengthen customer engagement by connecting Mantle with Salesforce to convert new customers into leads automatically. This template captures new customer installs as they are identified in Mantle and creates corresponding Leads in Salesforce in real-time. This ensures you can take timely action on potential opportunities, keeping your processes efficient and responsive to customer activity.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Customer installed
The workflow triggers when a new customer installs your app via Mantle, starting the lead creation process.
Retrieve customer info
Pulls detailed customer data from Mantle using the unique customer ID provided.
Check for company name
Using MESA's built-in Filter tool, this step checks that the customer has a company name before proceeding to lead creation.
Create Saleforce lead
Uses the retrieved data to create a new lead in Salesforce, including name, email, phone, location, and company.
Create Salesforce Leads from New Customers Identified in Mantle
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