How to Connect Privy to Salesforce

Automate your workflow in minutes - No coding required

Privy

New Sign-up

Salesforce

Create Lead

Why Automate Privy with Salesforce?

⚠️ The Problem: Many teams struggle with missing sales opportunities and slow lead follow-up. Manual processes waste time and lead to missed opportunities.
✅ The Solution: By connecting Privy to Salesforce, you get instant lead capture and nurturing. This automation runs 24/7 without any manual intervention.

Step-by-Step Setup Guide

  1. Create a free account on Make.com (recommended) or Zapier
  2. Create a new scenario/zap and select Privy as your trigger app
  3. Choose the trigger: "New Sign-up"
  4. Connect your Privy account by following the authorization prompts
  5. Add Salesforce as your action app
  6. Select the action: "Create Lead"
  7. Map the data fields from Privy to Salesforce
  8. Test your automation to make sure it works correctly
  9. Turn it on! Your automation will now run automatically

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