Salesforce + Text Request
Create or update Text Request contacts for new leads in Salesforce
Keeping up with your leads has never been easier. This workflow initiates when you add a new lead in Salesforce. It then proceeds to either create or update a contact in your Text Request app. This automation streamlines the process, saving you time, and ensuring no lead slips through the cracks. Benefit from prompt and organized lead management from Salesforce directly to Text Request.
Keeping up with your leads has never been easier. This workflow initiates when you add a new lead in Salesforce. It then proceeds to either create or update a contact in your Text Request app. This automation streamlines the process, saving you time, and ensuring no lead slips through the cracks. Benefit from prompt and organized lead management from Salesforce directly to Text Request.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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