Pitchly + Salesforce
Copy New Records from Salesforce to Pitchly
When a new record is created in Salesforce (such as a contact, lead, or opportunity), add that information to a new record in Pitchly.
When a new record is created in Salesforce (such as a contact, lead, or opportunity), add that information to a new record in Pitchly.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Record
Creates a new record in a database.
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About Pitchly
Pitchly helps you collect and turn raw data into work assets, like pitch decks and proposals.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
