Salesforce + Workboard
Create Workboard workstreams for new Salesforce opportunities
Manage the sales cycle steps and coordination easily with this integration, which automatically kicks off a new Workboard workstream with a new opportunity from Salesforce.
Manage the sales cycle steps and coordination easily with this integration, which automatically kicks off a new Workboard workstream with a new opportunity from Salesforce.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Workstream
Creates a new Workstream
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.