Create Lead and Follow-up Records
A 3-step recipe with Salesforce. We can help you get access.
Recipe · 3 steps
Create Lead and Follow-up Records
with Salesforce
Create a Lead and attach a follow-up Task and CampaignMember to it.
- Insert a new Lead record using the supplied field values. Returns the Id of the newly created Lead.
- Create a follow-up Task whose WhoId references the newly created Lead so the activity appears on the Lead record.
- Associate the new Lead with a marketing Campaign by creating a CampaignMember record referencing both the Lead and the Campaign.
What you'll need to have ready
- lead: Field map for the new Lead (e.g. LastName, Company, Email, Status). LastName and Company are required by Salesforce for a Lead.
- task: Field map for the follow-up Task (e.g. Subject, Status, Priority). WhoId is supplied automatically from the created Lead.
- campaignId: The 18-character Campaign Id to associate the Lead with.
For your developer
Arazzo workflow salesforce:create-lead-and-relate, 3 operations: createRecord → createRecord → createRecord. Specs on APIs.io.