Mobilize + Salesforce

Add new members to Mobilize when new outbound messages occur in Salesforce

Ensure your Mobilize member list consistently reflects your Salesforce activities by integrating the two apps. Upon the occurrence of a new outbound message in Salesforce, a new member is promptly added to Mobilize. This workflow eliminates the need for manual entries, thereby saving time and enhancing operational efficiency.

Ensure your Mobilize member list consistently reflects your Salesforce activities by integrating the two apps. Upon the occurrence of a new outbound message in Salesforce, a new member is promptly added to Mobilize. This workflow eliminates the need for manual entries, thereby saving time and enhancing operational efficiency.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    MobilizeMobilize
    Add Member

    Adds a member to a group.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Mobilize

Mobilize is a community management platform.
Help

Related categories

  • Communication
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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