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ActiveTrail
Salesforce

Add new SalesForce leads to ActiveTrail as contacts

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Every time a new lead is created in SalesForce, Make will automatically create a new contact in ActiveTrail.

Categories
CRM
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Google Sheets
Endorsal
Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

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.

ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
ActiveTrail
Create/Update contact

Creates a new contact or updates an existing contact.

Action
Salesforce
Delete a Record

Deletes a record.

Action
ActiveTrail
Delete a contact

Removes a contact.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action
Salesforce
Get a Record

Gets a specified record in an object.

Action

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