Capture and triage Salesforce leads with a pages and a case
Build a workflow with a page that collects lead details (name, company, email, interest). On submission, open a Tines case to track the lead, check Salesforce for an existing account/lead, and create or associate the lead and account accordingly. Notify the owning rep, de-duplicate by email/domain, validate required fields, and handle creation failures with retries. Output the created Salesforce lead/account references and the case tracking the intake.
What this prompt builds
Capture inbound leads on a page and manage lead/account creation through a case workflow.
The problem
Inbound leads arrive through inconsistent channels and get entered into Salesforce unevenly, so leads are lost, duplicated, or slow to be worked. RevOps lacks a controlled intake-to-CRM process with visibility.
Solution and impact
This workflow captures leads via a page and manages lead and account creation through Tines cases, giving a structured, trackable path into Salesforce. Lead intake becomes consistent and auditable, and nothing falls through the cracks.