Create Salesforce Leads from New Customers Identified in Mantle

This step automatically monitors Mantle for new customer installations and fires when the "installed" action occurs. It captures essential data like customer ID, email, city, and country code from the installation event.

This step automatically retrieves full customer details using the customer ID from the trigger. It calls Mantle to fetch comprehensive customer information including name, company, and contact details.

This step evaluates whether the retrieved customer has a company name using the condition `{{mantle_1.customer.company}} is not empty`. Only customers with valid company information pass through to the Salesforce lead creation step. If the company field is empty, the workflow stops here to prevent creating incomplete leads. The filter uses an "and" operator for additional conditions if needed, but currently only checks for company presence.

This step creates a new lead in Salesforce using the customer data from previous steps. You'll need to configure the lead fields including:

• First Name (`{{mantle_1.customer.name | split: " " | first}}`),
• Last Name (`{{mantle_1.customer.name | split: " " | last}}`),
• Company, (`{{mantle_1.customer.company}}`)
• Email (`{{mantle.email}}`),
• Phone (`{{mantle_1.customer.contacts[0].phone}}`),
• City (`{{mantle.city}}`), and
• Country (`{{mantle.countryCode}}`)

Optional fields like Lead Source, Status, and Industry can be configured based on your sales process requirements.