Qgiv + Salesforce
Create Salesforce records for new Qgiv transactions
When a new transaction takes place in Qgiv, let this workflow effortlessly create a corresponding record in Salesforce. No longer will you need to manually transfer transaction data one-by-one. This integration saves you time and reduces the potential for data entry errors, keeping your Salesforce records accurate and up-to-date with your Qgiv transactions.
When a new transaction takes place in Qgiv, let this workflow effortlessly create a corresponding record in Salesforce. No longer will you need to manually transfer transaction data one-by-one. This integration saves you time and reduces the potential for data entry errors, keeping your Salesforce records accurate and up-to-date with your Qgiv transactions.
- When this happens...New Transaction
Triggers when a new transaction occurs.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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