PostgreSQL + Salesforce
Create Salesforce records from new PostgreSQL rows with a custom query
Streamline your sales process with this automation. Whenever there's a new entry in your PostgreSQL database based on your custom query, this workflow creates a corresponding record in Salesforce seamlessly. Ideal for businesses to keep their customer data updated in real-time and improve their sales effectiveness. Now, your team can focus more on customer relationship management rather than manual data input.
Streamline your sales process with this automation. Whenever there's a new entry in your PostgreSQL database based on your custom query, this workflow creates a corresponding record in Salesforce seamlessly. Ideal for businesses to keep their customer data updated in real-time and improve their sales effectiveness. Now, your team can focus more on customer relationship management rather than manual data input.
- When this happens...New Row (Custom Query)
Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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