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Salesforce

Add a Record in ServiceNow on a New Lead in Salesforce

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Description

Want to keep your sales and support teams on the same page when it comes to nurturing your leads? Then this automation sync between ServiceNow & Salesforce will put them on the same page and make your life a lot easier. It’s time to let go of manual work & focus on growing your business.

With this ServiceNow & Salesforce integration, a new record will be added to a particular table in ServiceNow whenever you get a new lead on Salesforce. You can map lead data like Lead Email Address, First Name, Last Name, Company, etc. from Salesforce to relevant fields in your ServiceNow table.

This integration template helps your teams work seamlessly with each other so that you can sit back and let the automation do the work for you. Just connect your ServiceNow & Salesforce accounts in Automate.io, activate this Bot and you are done!

How it works?

  • Step 1: This Bot runs whenever there is a new lead on Salesforce

  • Step 2: A new record will be added to the specified ServiceNow table

Apps you need

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

  • ServiceNow

    ServiceNow is a leading solution for business operations and IT management solution. It helps enterprises run IT, HR and customer service operations effectively.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

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