Optix + Salesforce integrations
Add new Optix members to Salesforce as leads
Signing up a new member to your coworking space is simply the beginning of your relationship. Wouldn't it be great if you could add new Optix users directly into a pipeline within your Salesforce account? When you set up this integration, you can. New Optix members will be automatically added to your Salesforce account as leads.
- When this happens...New MemberTriggers when a new member is added to an organization.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Optix and Salesforce
Discover other triggers and actions you can use with Optix and Salesforce
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- VenueRequired
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Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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