Join It + Salesforce
Update Salesforce contacts with new updates to Join It memberships
When a membership is updated in Join It, either by an admin or a member in the member's portal, this integration will automatically update that information for your Salesforce contacts. Keep your membership data fresh without any tedious manual updates!
When a membership is updated in Join It, either by an admin or a member in the member's portal, this integration will automatically update that information for your Salesforce contacts. Keep your membership data fresh without any tedious manual updates!
- When this happens...Memberships Updated
Triggers when the information associated with a Memberships is updated.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Memberships All
Triggers on all membership events
Try ItMemberships Inactive
Triggers when a membership goes into an inactive status (canceled or expired).
Try ItMemberships Updated
Triggers when the information associated with a Memberships is updated.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
