Add a record to Salesforce when a lead is created in Bitrix24

■Overview

Are you manually transferring customer lead information managed in Bitrix24 to Salesforce for sales activities? This double entry is not only time-consuming but can also lead to input errors and missed updates. With this workflow, whenever a new lead is created in Bitrix24, a record is automatically added to Salesforce, helping you seamlessly resolve these data integration challenges.

■Who Is This Template For?

• Sales professionals who use both Bitrix24 and Salesforce and manually transfer lead information
• Those who want to automate data integration across multiple SaaS tools and eliminate duplicate work
• Team leaders who want to improve the accuracy of data synchronization from Bitrix24 to Salesforce

■Benefits of Using This Template

• When a lead is created in Bitrix24, a record is automatically added to Salesforce, eliminating manual data entry and freeing up time for more valuable work
• By eliminating manual transfers, you can prevent human errors such as input mistakes and missed updates, helping maintain data consistency and accuracy

■Workflow Steps

1. First, connect Bitrix24 and Salesforce to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created”
3. Finally, set the Salesforce “Add a record” action as the operation and map the lead information retrieved from Bitrix24

※ “Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger runs

■Customization Options

• When adding a record to Salesforce, choose which object to add it to, such as Lead or Contact
• Choose which Salesforce fields to map the Bitrix24 lead information retrieved by the trigger to, such as company name, contact name, and email address

■Notes

• ‍‍Connect both Bitrix24 and Salesforce to Yoom.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, the workflow operations and Data Connect settings configured for Salesforce will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Trigger intervals vary depending on your plan.