When a quote is sent in Wix, update the lead status in Salesforce.

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■Overview

The "Update Salesforce Lead Status When a Quote is Sent from Wix" flow is a business workflow that automatically updates the lead status in Salesforce when a quote is sent from Wix.
It streamlines the sales process and ensures data consistency.

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■Who We Recommend This Template For

Sales representatives who create and send quotes using Wix
Those managing leads in Salesforce and finding manual updates cumbersome
Companies looking to promote automation and streamline their sales processes
Those who want to maintain data consistency while reducing operational burden

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■Benefits of Using This Template

Time-saving: The lead status in Salesforce is automatically updated immediately after a quote is sent, eliminating the need for manual input.
Reduction of errors: Automation prevents human errors from manual input, improving data accuracy.
Centralized management of the sales process: By integrating Wix and Salesforce, it enables a seamless flow from quote sending to lead management, supporting operational efficiency.

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Wix

Yoom allows you to integrate with Wix's API without any code, enabling you to automate workflows triggered by events on Wix. For example, you can register contact information received through a Wix form to Mailchimp or Hubspot, or automatically send notifications to chat tools like Slack or Teams when you receive emails or chats on Wix.

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