SocialPilot Salesforce

Create sales leads from social media comments

When a user posts a comment or mention on SocialPilot, automatically create or update a contact record in Salesforce for team follow-up.

Try:

See all SocialPilot + Salesforce integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SocialPilot Explore SocialPilot →

Triggers
New post published

Fires when a scheduled post goes live in SocialPilot.

Post failed to publish

Fires when a post fails to publish in SocialPilot.

New mention or comment

Fires when your brand is mentioned or a post gets a comment in SocialPilot.

Actions
Create or schedule a post

Creates a post in SocialPilot or adds it to the schedule.

Add a post to the queue

Adds a post to the publishing queue in SocialPilot.

Reply to a comment

Posts a reply to a comment in SocialPilot.

Salesforce Explore Salesforce →

Triggers
New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions
Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Schedule promotional posts when deals are won When a deal reaches the won stage in Salesforce, automatically queue a celebratory update on SocialPilot to highlight new client milestones. See details
Log brand interactions on CRM profiles When new mentions occur on SocialPilot, automatically log the activity directly onto the matching contact or lead in Salesforce. See details

See all SocialPilot + Salesforce integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create sales leads from social media comments” between SocialPilot and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches SocialPilot and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can social media interactions generate CRM leads?

When someone mentions or comments on your profile in SocialPilot, you can automatically create or update a lead profile in Salesforce.

Can closing a deal trigger a social post?

Yes, when a deal is marked won in Salesforce, you can automatically schedule or publish an announcement post on SocialPilot.

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