Pipefy + Salesforce
Update and create records in Pipefy from updated Salesforce records
Effortlessly manage your workflows by connecting Salesforce and Pipefy. Every time there's a modification to a record in Salesforce, a corresponding record is instantaneously created in Pipefy. This efficient transfer of information helps to maintain data consistency across your tools and saves valuable time by eliminating the need for manual data entry.
Effortlessly manage your workflows by connecting Salesforce and Pipefy. Every time there's a modification to a record in Salesforce, a corresponding record is instantaneously created in Pipefy. This efficient transfer of information helps to maintain data consistency across your tools and saves valuable time by eliminating the need for manual data entry.
- 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 Record
Creates a new table record.
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