With this update, you can create, retrieve, and update Salesforce leads in real time, based on any interaction across your ecosystem.
Whether it's a form submission, product view, campaign touchpoint, or an intent signal — Synerise turns it into actionable CRM data the moment it happens.

This is more than just syncing data.
It's about giving your sales team context, timing, and precision — without the manual work.

What’s New

1. Create a Lead

Trigger lead creation from any event — form filled, product viewed, pricing engaged.
Choose exactly which data to send into Salesforce, including dynamic values like:

  • Last viewed category
  • Attribution source
  • Location
  • Predictive intent score

All powered by real-time profile attributes and behavioral context.

2. Get a Lead

Retrieve up-to-date lead details from Salesforce during a journey.
Perfect for personalization, decision branching, or CRM-based logic in workflows.

3. Update a Lead

Keep Salesforce aligned with profile updates in Synerise — automatically.
Any change in behavior, segment, or attribute can trigger an update to the lead record in real time.

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How to Get Started

  1. Go to Automation > Workflows > Create new
  2. Add a Salesforce node: Create a Lead, Get a Lead, or Update a Lead
  3. Establish a secure connection to your Salesforce account
  4. Configure data mapping — use Jinjava to inject live profile values
  5. Publish and go live

With Synerise + Salesforce, your CRM isn’t just updated.
It’s context-aware, intent-rich, and always aligned with what your customers are doing — right now.

One integration. Three nodes. Endless automation power.

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