Casebook + Salesforce
Create cases in Casebook from new records in Salesforce
With this integration in place, when a new record is created in Salesforce, a new case record is automatically created in the cb Engage business application within Casebook. Organizations that rely on Salesforce for receiving complaints and use Casebook for case management can eliminate double-entry, as well as the potential for typos and mistakes, by using this Zap.
With this integration in place, when a new record is created in Salesforce, a new case record is automatically created in the cb Engage business application within Casebook. Organizations that rely on Salesforce for receiving complaints and use Casebook for case management can eliminate double-entry, as well as the potential for typos and mistakes, by using this Zap.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create a Case
Creates a new Case in cb Engage.
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