Want to automatically add lead magnet downloads to Salesforce? This tutorial shows how to build a lead capture workflow in Needle that syncs form submissions directly to your Salesforce CRM.

Overview

The workflow triggers on form submissions, enriches lead data, creates Salesforce Lead records, and assigns them to the right sales reps—automating your entire lead capture and routing process.

Key Actions

1. Form Submission Trigger – Fires when lead downloads your content
2. Data Enrichment – Enhances lead data with firmographic information
3. Salesforce Lead Creation – Creates new Lead records with all captured data
4. Lead Assignment – Routes leads to appropriate sales reps based on territory/industry
5. Task Creation – Creates follow-up tasks for assigned reps

What You'll Need

• Lead Magnet Form – Any form builder (Typeform, Gravity Forms, custom) Tip: Capture lead source, campaign, and qualifying questions for better routing
• Salesforce Account – Sales Cloud with API access
• Lead Assignment Rules – Define routing logic (by geography, company size, industry)

How It Works

When someone downloads your lead magnet:

1. Form submission contains:
   • Email, first name, last name
   • Company name and website
   • Job title
   • Phone number
   • Lead source = "Lead Magnet"
   • Campaign = "[Ebook/Webinar Name]"
2. Optional enrichment:
   • Lookup company data (employee count, revenue, industry)
   • Validate and standardize address
   • Add social media profiles
3. Salesforce Lead record is created with:
   • Standard Fields: All contact information
   • Lead Source: "Content Download"
   • Campaign: Linked to Salesforce Campaign
   • Rating: "Hot" if enterprise, "Warm" if SMB
   • Custom Fields: Content downloaded, download date
4. Lead assignment logic runs:
   • Enterprise leads (500+ employees) → Enterprise sales team
   • Leads in EMEA → EMEA rep
   • Tech industry → Tech specialist
5. Follow-up task created:
   • Assigned to owner
   • Due date: Today (for hot leads) or +2 days (for warm)
   • Task: "Follow up on [Content Name] download"
6. Email notification sent to assigned rep

Wrap-up

With this Needle workflow, every lead magnet download is automatically captured in Salesforce, enriched with company data, and routed to the right sales rep with a follow-up task—ensuring no lead is lost and follow-ups happen on time. Perfect for enterprise sales teams running multi-channel lead generation campaigns.