Email new Salesforce opportunities and notify your teams in Slack
In sales, timing is of the essence. Use this automation to instantly email new opportunities assigned to your team in Salesforce and notify the right account managers about the new opportunity along with its associated details. This allows you to capitalize on that moment of interest and intent!
In sales, timing is of the essence. Use this automation to instantly email new opportunities assigned to your team in Salesforce and notify the right account managers about the new opportunity along with its associated details. This allows you to capitalize on that moment of interest and intent!
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this...Send Email
Triggers when a new email appears in the specified mailbox.
- then do this!
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