OpenPhone + Salesforce
"update OpenPhone contacts when new fields on Salesforce records are updated"
Keep your OpenPhone contacts in line with your Salesforce records with this efficient workflow. Whenever a field update occurs in your Salesforce record, this setup immediately reflects the changes in your OpenPhone contacts, ensuring consistency and accuracy across platforms. Experience seamless data management, eliminating the need for manual data entry and enhancing productivity.
Keep your OpenPhone contacts in line with your Salesforce records with this efficient workflow. Whenever a field update occurs in your Salesforce record, this setup immediately reflects the changes in your OpenPhone contacts, ensuring consistency and accuracy across platforms. Experience seamless data management, eliminating the need for manual data entry and enhancing productivity.
- 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 or Update Contact
Creates a contact or updates an existing contact.
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