The moment it happens
Turn website inquiries into Salesforce leads
Every inquiry creates or updates a Salesforce lead, with a task holding the message so nothing gets lost.
- Runs
- The moment it happens
- Apps
- Salesforce
- AI
- Optional
- Access
- api, refresh_token (read+write)
Send this to your assistant
Create a ClickRuntime automation: give me a link my contact form can send to. Find the lead or contact by email in Salesforce, create a lead if it's new or update it if not, log a task with their message, and email me about new leads.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Inquiries reach a business through too many doors: a web form, a missed phone call logged by a call-tracking tool, a webinar registration, a campaign response. Each one lands in a different place, and someone has to retype it into Salesforce. Meanwhile the same person calls twice and gets two lead records, or fills a form after already being a lead, and the rep who follows up has no idea about the earlier contact. Slow entry and duplicates both mean leads go cold.
When an event arrives, the automation receives its fields, searches Salesforce by email and phone for an existing lead, and either updates that lead or creates a new one. It also creates a Task so the follow-up is on someone's list, and can email you when a brand-new lead appears. It runs the moment the event is sent. AI is optional, for example to tidy a free-text message into a clean description. It fits small sales teams and agencies handling mixed inbound channels.
What you get out of it
One lead per person, not three
The lookup by email and phone means a repeat caller updates the existing lead rather than creating a second record. Reps see the full history in one place, and lead counts in reports are not inflated by duplicates.
Follow-up Task created automatically
Every inquiry produces a Task tied to the lead, so the next action exists in Salesforce rather than in someone's memory. Leads that arrive on a Friday afternoon do not wait for Monday to be noticed.
Every channel feeds the same pipeline
Calls, forms and campaign events end up as leads with the same fields. Marketing can compare which channel produces conversions because the source data is in Salesforce, not scattered across tools.
New leads announced as they arrive
The email on a new lead lets the owner respond while the person is still thinking about their question. Response time is one of the clearest predictors of whether an inquiry becomes a conversation.
Less retyping, fewer typos
Fields travel from the source to Salesforce without being copied by hand. Phone numbers keep their digits and email addresses stay valid, so later outreach does not bounce because of a transcription slip.
How it works
What happens, step by step
The moment an inquiry arrives from your website form, voice agent or outreach tool, ClickRuntime receives the details.
It searches Salesforce for an existing lead with the same email or phone number.
It updates that lead or creates a new one, and adds a task holding the person's message.
For new leads, you get an email with their details and a link to the lead in Salesforce.
Before it runs live
- Connect Salesforce
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Slack
- Combine it with other Salesforce steps into one automation
Under the hood
The code that runs this automation
from clickruntime import on_event, credentials, http, notify
INSTANCE = "https://yourcompany.my.salesforce.com"
API = f"{INSTANCE}/services/data/v61.0"
@on_event
def handle(event):
form = event.json or {}
email = form["email"].replace("'", "")
headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
found = http.get(f"{API}/query", headers=headers,
params={"q": f"SELECT Id FROM Lead WHERE Email = '{email}' AND IsConverted = false LIMIT 1"}).json()["records"]
fields = {"Email": email, "LastName": form.get("name") or email, "Company": form.get("company") or "Unknown",
"Phone": form.get("phone"), "LeadSource": "Web"}
if found:
lead_id = found[0]["Id"]
http.patch(f"{API}/sobjects/Lead/{lead_id}", headers=headers, json=fields).raise_for_status()
else:
lead_id = http.post(f"{API}/sobjects/Lead", headers=headers, json=fields).json()["id"]
notify.email_me(f"New lead: {fields['LastName']} ({fields['Company']})",
f"{email}\n\n{form.get('message', '')}\n\n{INSTANCE}/{lead_id}")
http.post(f"{API}/sobjects/Task", headers=headers, json={
"WhoId": lead_id, "Subject": "Website inquiry", "Description": form.get("message", ""), "Status": "Not Started"}).raise_for_status()
return {"lead": lead_id, "new": not found}FAQ
Common questions
How does it decide that an inquiry is a duplicate?
What does the sender need to post to the link?
Can calls and web forms be assigned to different owners?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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