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Salesforce

These Salesforce native actions allow integrating your Arengu forms to work directly with your leads by simply connecting your account via OAuth.

Create lead

Adds a new lead to Salesforce

Input settings

Parameter Description
Connection (required) Select an existing connection from the vault or create a new connection using OAuth.
First name First name of new lead.
Last name (required) Last name of new lead.
Company (required) Company name of new lead.
Email Email of new lead.
Phone Phone number of new lead.
Extra Fields Additional field names and the value to be added.*

Get lead

Gets an existing lead from Salesforce

Input settings

Parameter Description
Connection (required) Select an existing connection from the vault or create a new connection using OAuth.
Lead Id (required) The Id of the lead.

Update lead

Updates an existing lead in Salesforce

Input settings

Parameter Description
Connection (required) Select an existing connection from the vault or create a new connection using OAuth.
Lead Id (required) The Id of the lead.
Update fields The field names and the value to be updated.*

Search lead

Searches for an existing lead in Salesforce

Input settings

Parameter Description
Connection (required) Select an existing connection from the vault or create a new connection using OAuth.
Search field (required) The field to search, it can be Email, Name, Phone or All.
Value (required) The value to be used for searching.
Lead fields (required) The expected fields to be returned from the search.*
* In addition to the Salesforce standard fields, custom fields can also be referenced using their field names. Custom field names are followed by “__c” for example: CurrentGenerators__c. These names can be found at Setup -> ObjectManager -> Lead -> Fields & Relationships
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Salesforce guides & tutorials

Discover our step-by-step guides and tutorials to learn using Arengu with Salesforce.

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