Guru + Salesforce

Create new Salesforce records every time a card is created in Guru

Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.

Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.

  1. When this happens...
    GuruGuru
    Card Created

    Triggers when a new Card is published.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Guru

Guru is a collaborative knowledge management solution where answers find you—everywhere, every time. Guru connects teams and people to one another and surfaces the know-how of those who know best, and turns collections of information into useful knowledge. By delivering the right knowledge at the right time, Guru reduces new-hire ramp time, drives amazing customer experiences, and makes teams more collaborative and productive.
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Related categories

  • Team Collaboration
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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