17hats + Salesforce Essentials
Create Salesforce Essentials records for new 17hats contacts
Streamline your contact management process by connecting 17hats and Salesforce Essentials. With this workflow, every time a new contact is added in 17hats, a record will be created in Salesforce Essentials, ensuring your contact database stays up-to-date and organized, without any manual intervention.
Streamline your contact management process by connecting 17hats and Salesforce Essentials. With this workflow, every time a new contact is added in 17hats, a record will be created in Salesforce Essentials, ensuring your contact database stays up-to-date and organized, without any manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Salesforce ObjectRequired
Try It
