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Salesforce + Copy.ai

Enrich new Salesforce leads with Copy.ai

When a new lead enters your Salesforce, automatically generate personalized content for them using Copy.ai. Copy.ai will enrich the lead info and create engaging copy tailored to that contact. The generated content is then saved directly back to the lead record in Salesforce for your sales team to leverage, ensuring a great first impression and higher quality conversations.

When a new lead enters your Salesforce, automatically generate personalized content for them using Copy.ai. Copy.ai will enrich the lead info and create engaging copy tailored to that contact. The generated content is then saved directly back to the lead record in Salesforce for your sales team to leverage, ensuring a great first impression and higher quality conversations.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this...
    Copy.aiCopy.ai
    Run Workflow

    Triggers when a Workflow Run is completed.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • CampaignRequired

    • LeadRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Copy.ai

100x productivity without sacrificing an ounce of quality in your brand’s voice, style, and authority.

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