Salesforce + SysAid
Create service records in SysAid for new records in Salesforce
Keep your IT details updated without stopping for manual updates. Set up this integration instead, which automatically creates a service record in SysAid when a new record is added to Salesforce.
Keep your IT details updated without stopping for manual updates. Set up this integration instead, which automatically creates a service record in SysAid when a new record is added to 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 Service Record
Create a new Service Record
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About SysAid
SysAid is a service automation company delivering software for organizations that want to get more done.