Add new Close leads to Salesforce

■Overview

Do you manually register new leads acquired in Close in Salesforce every time? While lead management is essential for sales activities, manually transferring data is not only time-consuming but can also lead to input errors and missed registrations. With this workflow, a Salesforce record is automatically added whenever a new lead is registered in Close, helping you solve these challenges seamlessly.

■Recommended for

• Sales professionals who find it time-consuming to register lead information acquired in Close in Salesforce
• Those who use both Close and Salesforce to manage customer information and want to streamline data integration
• Managers who want to prevent input errors and missed updates while improving the accuracy of lead data

■Benefits of using this template

• When a lead is registered in Close, a Salesforce record is automatically added, reducing the time previously spent on manual data entry.
• By eliminating the need to manually transfer data, this workflow helps prevent human errors such as incorrect entries and missed registrations.

■Workflow

1. First, connect Close and Salesforce to Yoom.
2. Next, select Close as the trigger and configure the workflow to start when a new lead is registered.
3. Finally, set the Salesforce “Add a record” action as the operation and map the lead information obtained from Close.

■Customization options

• Yoom’s Salesforce integration is available only on the Team and Success plans. Please note that it will result in an error on the Free and Mini plans.
• Yoom’s paid plans include a two-week free trial, during which you can try all features, including the Salesforce integration.