ClickFunnels Classic + Salesforce
Create Salesforce records for new successful purchases in ClickFunnels Classic
When a new purchase is successfully completed in ClickFunnels Classic, this workflow creates an updated record in Salesforce. This method facilitates efficient record-keeping and fosters streamlined customer relationships. It's a practical solution that ensures your sales and customer management systems remain current without any extra effort on your part.
When a new purchase is successfully completed in ClickFunnels Classic, this workflow creates an updated record in Salesforce. This method facilitates efficient record-keeping and fosters streamlined customer relationships. It's a practical solution that ensures your sales and customer management systems remain current without any extra effort on your part.
- When this happens...New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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