Robot Free

Salesforce Integration for Lead Generation

Salesforce Integration for Lead Generation Overview

This package consists of bots that help users automate the task of importing new contacts and/or leads in the Salesforce application.

Features

Use this bot for uploading a list and automatically creating new contacts and/or leads in Salesforce using user input details from a Microsoft Excel file.  

Benefits

This will reduce the tedious manual task of creating new contacts and leads by hand, reducing the dependency on manual efforts for maintaining this CRM.

Technical Details

Inputs

Accepts an input file with contact details that needs to be created.

Outputs
  • New Contact/Lead created in Salesforce application
  • Sends an email to the user (email id mentioned in config file) with the details on the new contacts that were created
Geographic Availability
Global

Created By

Products

RPA

Industry

All industries

compatibility

RPA 10.0.3 or higher

Business Process

General / Other
Information Technology
Marketing / Promotion

Last Updated

March 29, 2024

Consulting Required

Yes

Support Available

Yes

Pricing

Free