Manifestly Checklists + Salesforce
Create Manifestly checklist runs from new Salesforce opportunities
Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.
Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Run Checklist
Triggers when requesting a list of checklists.
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