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

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

‍

■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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About the Apps You Use
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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Wix
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Add content received on Wix to Google Sheets.
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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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Add a task to Wrike when a form is submitted on Wix.
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When a form is submitted on Wix, a task is added to Wrike. This flow allows the entire team to focus on productive core tasks such as task resolution, facilitating smooth business operations and enhancing productivity.
View details Try it
Add a task to Wrike when a form is submitted on Wix.
Add content received on Wix to Google Sheets.
Try it
This is a business workflow that automatically adds inquiries and form input data received on Wix to Google Sheets. It reduces the hassle and errors of manual management, achieving efficient and accurate data management.
View details Try it
Add content received on Wix to Google Sheets.
When a form is submitted on Wix, update the contact information in Mailchimp.
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API Actions That can be No-Code
Executable API actions
everything
Wix
Flowbot triggers
    When a form is submitted
    When a task is overdue
    When an Inbox message is received
    When a contact is added to a segment
    When a price quote is sent
    When an invoice is sent
    When a webhook is received
Flowbot operations
    There is no action.
Flowbot triggers
    When a form is submitted
    When a task is overdue
    When an Inbox message is received
    When a contact is added to a segment
    When a price quote is sent
    When an invoice is sent
    When a webhook is received
Flowbot operations
    There is no action.
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