Add new Salesforce leads to Gist as users
If you manage customer communication with a variety of platforms, you'll want to give them a streamlined experience. Use this integration to automatically add new Salesforce leads to Gist as users. That way, you can manage the communication with the user in Gist and turn that user into a customer.
If you manage customer communication with a variety of platforms, you'll want to give them a streamlined experience. Use this integration to automatically add new Salesforce leads to Gist as users. That way, you can manage the communication with the user in Gist and turn that user into a customer.
- 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 or Update Contact
Creates a new Contact or updates an existing one.
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