Pipefy + Salesforce
Update Salesforce records whenever Pipefy cards fields are updated
Keep your customer relations in sync by leveraging this efficient workflow. When changes are made to a card field in Pipefy, the corresponding record in Salesforce is instantly updated. The seamless integration between Pipefy and Salesforce ensures accurate and up-to-date data across both platforms, improving efficiency and reducing manual data entry tasks. This workflow delivers clear value by providing an effortless solution to maintain data consistency and accuracy between your project management and customer relationship platforms.
Keep your customer relations in sync by leveraging this efficient workflow. When changes are made to a card field in Pipefy, the corresponding record in Salesforce is instantly updated. The seamless integration between Pipefy and Salesforce ensures accurate and up-to-date data across both platforms, improving efficiency and reducing manual data entry tasks. This workflow delivers clear value by providing an effortless solution to maintain data consistency and accuracy between your project management and customer relationship platforms.
- When this happens...Updated Card Field
Triggers when a card field 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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