Ratecard + Salesforce
Report new feedback received via Ratecard back into Salesforce by updating custom objects
After receiving feedback via Ratecard, you can report this back into Salesforce via a custom object. This integration gives you the opportunity to automatically update a custom object in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.
After receiving feedback via Ratecard, you can report this back into Salesforce via a custom object. This integration gives you the opportunity to automatically update a custom object in Salesforce with the feedback you've received via Ratecard. This way, all feedback you received is clearly visible in your Salesforce account.
- When this happens...New Feedback
Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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