Zapier Connection with Salesforce
I would love a couple of features in this integration:
1. Ability to write our Opportunity Name in Salesforce to a Project Name in the Lead in SolarGraf. That way when I convert Lead to a Project in Solargraf they are both still connected. Right now I have to keep on changing the Project Title in SolarGraf after I have converted from Lead to Project to match my Opportunity Name in Salesforce.
2. Add the field connection of the Assign To so that I can assign a Lead to a Salesperson in Salesforce and when I write create that lead in Solargraf, the lead is assigned to the right Consultant and visible to that consultant without giving the Salesperson permission to assign leads in Solargraf.
Please help as this would help the connection big time!
Contact me if you have questions! Thank you! Please let me know you have received both ideas I have posted. I was going to post this on the post you have about the Zapier connection but would rather not put this publicly. Again thank you!
Brian Gardner
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