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Match Salesforce Record


Record Type: Contact

Match Conditions: 4 conditions

Active Owner?


STEPS: Verify whether any user is currently active within this prospect.

Conditions: 1 condition

Send Slack Message


STEPS: Send a Slack message to a specific user or designated channel

Send to: default-new-lead-alerts

Match Salesforce Record


Record Type: Account

Match Conditions: 1 condition

Create Salesforce Record


STEPS: Creating account enriched with Apollo.io data.

Record Type: Account

Active Owner?


STEPS: Verify whether any user is currently active within this prospect.

Conditions: 1 condition

Send Slack Message


Send to: default-new-lead-alerts

Match Salesforce Record


STEPS: Match to identify the corresponding Lead in Salesforce.

Record Type: Lead

Match Conditions: 1 condition

Active Owner?


STEPS: Verify whether any user is currently active within this prospect.

Conditions: 1 condition

Send Slack Message


Send to: default-new-lead-alerts

Create Salesforce Record


Record Type: Lead

Match Salesforce Record (copy)


Record Type: Account

Match Conditions: 1 condition

Active Owner?


STEPS: Verify whether any user is currently active within this prospect.

Conditions: 1 condition

Send Slack Message


Send to: default-new-lead-alerts

Create Salesforce Record


STEPS: Creating account enriched with Apollo.io data.

Record Type: Account

Diagram

by Gagan

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