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đź’ˇ How can I create a contact or lead in Salesforce using automation?

  • May 1, 2024
  • 1 reply
  • 271 views
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💡CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!

1 reply

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  • Beatriz
  • Author
  • ActiveCampaign
  • May 1, 2024

We will guide you!

Here’s how you can add leads and contacts to Salesforce using ActiveCampaign automation:

  1. Go to the Automations section of your account.
  2. Click the “Edit” button for the automation you want to update.
  3. Click the “Salesforce” tab in the right menu of the automation builder.
  4. Drag either the “Create a contact in Salesforce” or “Create a lead in Salesforce” action to your automation.
  5. A modal will open. It will display your Salesforce account in the dropdown. Click the “Save” button.

Done! 🙂
The action is now added to your automation. This will only apply to contacts who reach that step in your automation from this point forward.

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