Salesforce Essentials + smartercontact
Export new contacts from smartercontact and create records in Salesforce Essentials
Keep your CRM updated with this user-friendly workflow. Whenever you export a new contact from smartercontact, this workflow will instantly create a record for that contact in Salesforce Essentials. No need for manual data entry, just seamless transitions between your communication and customer management platforms. Stay organized, save time, and focus on fostering those all-important connections with your contacts.
Keep your CRM updated with this user-friendly workflow. Whenever you export a new contact from smartercontact, this workflow will instantly create a record for that contact in Salesforce Essentials. No need for manual data entry, just seamless transitions between your communication and customer management platforms. Stay organized, save time, and focus on fostering those all-important connections with your contacts.
- When this happens...Export Contact Trigger
Triggers when contact is exported.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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