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
