Create Salesforce Leads from New Customers Identified in Mantle

5 min setup
No coding required
Runs automatically

Strengthen customer engagement by connecting Mantle with Salesforce to convert new customers into leads automatically. This template captures new customer installs as they are identified in Mantle and creates corresponding Leads in Salesforce in real-time. This ensures you can take timely action on potential opportunities, keeping your processes efficient and responsive to customer activity.

How it works

4 steps to
start creating Salesforce leads from new customer installations

Customer installed

App connector: [Mantle](/content/apps/mantle/integrate "View Mantle integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger activates the workflow whenever Mantle identifies a new customer installation, capturing the initial event that contains basic customer identification data.

This step automatically monitors Mantle for new customer installations and fires when the "installed" action occurs. It captures essential data like customer ID, email, city, and country code from the installation event.

Retrieve customer info

App connector: [Mantle](/content/apps/mantle/integrate "View Mantle integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step enriches the basic installation data by fetching complete customer details from Mantle, including company information and contact details needed for lead creation.

This step automatically retrieves full customer details using the customer ID from the trigger. It calls Mantle to fetch comprehensive customer information including name, company, and contact details.

Check for company name

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This filter prevents incomplete leads by ensuring only customers with company information proceed to Salesforce, avoiding lead creation errors or incomplete records.

This step evaluates whether the retrieved customer has a company name using the condition {{mantle_1.customer.company}} is not empty. Only customers with valid company information pass through to the Salesforce lead creation step. If the company field is empty, the workflow stops here to prevent creating incomplete leads. The filter uses an "and" operator for additional conditions if needed, but currently only checks for company presence.

Create Salesforce lead

App connector: [Salesforce](/content/apps/salesforce/integrate "View Salesforce integration page"/index.html)• Time to complete: 2 minutes

Why this matters: This step converts qualified customer data into actionable Salesforce leads, automatically populating lead fields with customer information for your sales team to follow up.

This step creates a new lead in Salesforce using the customer data from previous steps. You'll need to configure the lead fields including:

• First Name ({{mantle_1.customer.name | split: " " | first}}),
• Last Name ({{mantle_1.customer.name | split: " " | last}}),
• Company, ({{mantle_1.customer.company}})
• Email ({{mantle.email}}),
• Phone ({{mantle_1.customer.contacts[0].phone}}),
• City ({{mantle.city}}), and
• Country ({{mantle.countryCode}})

Optional fields like Lead Source, Status, and Industry can be configured based on your sales process requirements.

Frequently asked questions

What happens if a customer doesn't have a company name in Mantle?

The workflow includes a filter that stops processing if the company field is empty, preventing incomplete leads from being created in Salesforce. You can modify this filter or add a default company value if needed.

Can I assign leads to specific sales reps based on territory or other criteria?

Yes, you can add the Owner ID field in the Create Lead step and use filters or lookup tables to assign leads based on location, company size, or other customer attributes from the Mantle data.

Make this template your own!

Customize this workflow even further:

• Add lead scoring based on customer data
• Evaluate customer attributes like company size, industry, or location to automatically assign lead ratings (Hot, Warm, Cold) or set priority levels for your sales team.
• Send notification to sales team
• Connect Slack, email, or Discord actions to immediately notify relevant sales representatives when high-value leads are created, including customer details and next steps.
• Create follow-up tasks automatically
• Schedule Salesforce tasks or calendar events for sales reps to follow up with new leads within 24-48 hours, ensuring no opportunities slip through the cracks.
• Sync to marketing automation
• Connect to HubSpot, Mailchimp, or other marketing platforms to automatically add new leads to nurture campaigns while they're being worked by sales.