Future Events (CRM)

Overview

Lead Liaison's integration with Customer Relationship Management (CRM) systems allows our platform to incorporate CRM events into a marketers workflow when creating Automation Campaigns for lead nurturing, lead scoring, lead grading, segmentations and more. 

Salesforce.com Campaigns

Lead Liaison provides comprehensive support for various Salesforce.com (SFDC) criteria, future events and actions. See this page for more information on SFDC Campaign support.

Lead is Converted

  • Description = Executes when a Lead is converted to a Contact in a CRM. 
  • Example = When a Lead is Converted to a contact notify a sales person via an email alert. 
  • Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change. 
  • Screenshot: Below

Lead is Synced

  • Description = Executes when a prospect in Lead Liaison is synced to a Lead in a CRM. Sync could be done manually or automatically.  
  • Example = When a Lead is manually synced from the Visitors page to the CRM then execute this Trigger. 
  • Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this event. 
  • Screenshot: Below