Pendo + Salesforce
Update Salesforce records whenever new accounts are reported in Pendo
Keep your Salesforce records up to date seamlessly with this workflow. Whenever there's an account change reported in the Pendo app, it automatically updates the relevant record in Salesforce. It saves you from tedious manual data entry and ensures data consistency between the two systems in real time, allowing you to stay focused on crucial tasks.
Keep your Salesforce records up to date seamlessly with this workflow. Whenever there's an account change reported in the Pendo app, it automatically updates the relevant record in Salesforce. It saves you from tedious manual data entry and ensures data consistency between the two systems in real time, allowing you to stay focused on crucial tasks.
- When this happens...Account in Report
Triggers when an account matches a segment specified in a report.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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