G2 Crowd + Salesforce
Create Salesforce accounts from new visitors on G2 Crowd
After you've collected lead information from G2 Crowd, you'll want to add it to your CRM. Use this integration to automatically create an account in Salesforce when a company views your profile on G2 Crowd. Save time and energy!
After you've collected lead information from G2 Crowd, you'll want to add it to your CRM. Use this integration to automatically create an account in Salesforce when a company views your profile on G2 Crowd. Save time and energy!
- When this happens...New Visit Event
Triggers each time a researcher views your profile, your category, your sponsored content, or comparisons that feature your product.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Tracked Prospect
Triggers when a visitor moves from your profile to a page tracked by Prospect Tracking, or vice versa.
Try ItNew Lead
Triggers when a lead is generated on your product listing.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
New Visit Event
Triggers each time a researcher views your profile, your category, your sponsored content, or comparisons that feature your product.
Try ItNew Review
Triggers when new review created.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
