Salesforce + Vainu
Add closed Salesforce opportunities to company lists in Vainu
If you're an account manager, your biggest goal is probably to extend the account value. To achieve this goal, it helps significantly if you know what's going on in your accounts and whether any game-changing events occur. With this Zapier automation, the companies with closed Salesforce opportunities will be added into a Vainu company list so that you'll know if anything happens in them.
If you're an account manager, your biggest goal is probably to extend the account value. To achieve this goal, it helps significantly if you know what's going on in your accounts and whether any game-changing events occur. With this Zapier automation, the companies with closed Salesforce opportunities will be added into a Vainu company list so that you'll know if anything happens in them.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Add Company to a List
Adds a given company to a selected company list if the company is found in the Vainu database.
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