Action - Create Salesforce Lead/Contact
This action adds a person as a lead or contact in Salesforce. If the person already exists as a lead or contact, no action will be taken.
Note that once you connect Salesforce, new leads/contacts in Salesforce will be added to Encharge automatically. However, new people in Encharge are not automatically added as leads/contacts in Salesforce. To add a person from Encharge to Salesforce please use this step.
Before you can use this action you need to connect your Salesforce account to Encharge. To do that go to your apps, select Salesforce, click on Connect and log inто your Salesforce account. Finally, authorize Encharge.
Note that you can currently have just one Salesforce account connected to Encharge.
Alternatively, you can connect Salesforce directly from the step.
How to set up this step?
To configure this step simply select whether you want to create a new contact or a lead in Salesforce. Save the step and connect it to at least one trigger.
How to map Salesforce fields to Encharge?
To map fields from Salesforce go to your apps page, click on Salesforce and then select the Map Fields tab. Note that for the Salesforce integration you only need to map your fields once – any Salesforce-related steps in the Flow builder will use that mapping. Also, note that Encharge supports two-way sync with Salesforce.