Agent Legend + Salesforce
Add updated Salesforce records to a campaign in Agent Legend as contacts
Stay on top of your Salesforce record updates and manage your campaigns more effectively with this workflow. When a field in your Salesforce record is updated, a new contact will be directly added to a specified campaign in your Agent Legend. This process ensures clarity in your sales processes and saves you time on data entry, letting you focus more on your campaign strategies.
Stay on top of your Salesforce record updates and manage your campaigns more effectively with this workflow. When a field in your Salesforce record is updated, a new contact will be directly added to a specified campaign in your Agent Legend. This process ensures clarity in your sales processes and saves you time on data entry, letting you focus more on your campaign strategies.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Add Contact to Campaign
Adds a contact to a campaign.
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