Update Givebutter contacts when Salesforce records fields are updated
Streamline your workflow with this automation that reacts instantly to changes in Salesforce. When a record in Salesforce gets updated, this integration takes action in Givebutter, promptly creating a new contact. This creates a seamless connection between your CRM and donation platforms, keeping your contact information organized and up-to-date without manual effort.
Streamline your workflow with this automation that reacts instantly to changes in Salesforce. When a record in Salesforce gets updated, this integration takes action in Givebutter, promptly creating a new contact. This creates a seamless connection between your CRM and donation platforms, keeping your contact information organized and up-to-date without manual effort.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Contact
Creates a Contact. If there is a contact that already exists with the same First and Last Name, as well as the same Email Or Phone, we will automatically deduplicate and merge the contact, otherwise a new contact will be created. If you'd like to always create a new contact regardless of the deduplication logic, pass the force_create parameter as true.
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