Sync Facebook leads to Salesforce for automated location-based Sales rep assignment
Sync Facebook leads to Salesforce for automated location-based Sales rep assignment
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About
Streamline your lead management with this template that automatically adds new Facebook leads to Salesforce and assigns them to the corresponding sales representative based on geographic location. Perfect for teams with designated sales personnel for each region, it ensures an organized, efficient allocation process with timely follow-ups to maximize conversions.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Removes an email or a draft from a selected folder.
Downloads an attachment or a document.
Returns emails that match the specified criteria.
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