Salesforce + Zapier Tables
Update Salesforce records when Zapier Tables buttons are clicked
With this workflow, you can effectively manage your Salesforce records. When you click a button in Zapier Tables, it will initiate an update in your Salesforce records. It's a streamlined way to ensure your data remains accurate and up-to-date, enhancing your business process efficiency and overall CRM management.
With this workflow, you can effectively manage your Salesforce records. When you click a button in Zapier Tables, it will initiate an update in your Salesforce records. It's a streamlined way to ensure your data remains accurate and up-to-date, enhancing your business process efficiency and overall CRM management.
- When this happens...Trigger Zap Button Clicked
Triggers when a button is clicked on a record.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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