The Salesforce integration is a 1 way integration. You can choose to create a new lead in Salesforce based on events happening in Prospect.io.

You can connect your app here:

https://app.prospect.io/integrations/workflowhttps://app.prospect.io/integrations/apps

Once the app is connected, you can create a workflow. The workflow contains 3 steps

1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask Prospect.io to create new deals when a prospect replies or when you create a prospect.

2. Define a segment: Then you can define if the workflow should be applied to all prospects ot to some prospects.

3. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose where you want to create the deal.

If the lead is already present in your Salesforce account, nothing happens.

Did this answer your question?