Image Relay + Salesforce
Create Image Relay folders from new Salesforce leads
Get support from your sales team and creative the moment you start working with a new potential client. After setting up this automation, creating a new lead in Salesforce will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.
Get support from your sales team and creative the moment you start working with a new potential client. After setting up this automation, creating a new lead in Salesforce will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.
- 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 Folder
Creates a new folder.
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About Image Relay
The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
