If you use Salesforce to contact your user and Alegra to create invoices, you need a reliable and automated way to send information from one tool to the other. Using this Zapier automation, new contacts from your Alegra account will automatically be added to Salesforce as contacts. Now, you don't have to worry about exporting and importing contact lists manually.
How this Alegra-Salesforce integration works
- A new contact is created in Alegra.
- Zapier creates a contact in Salesforce.
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Triggers when a new product or service is created.
Send an invoice through email.
Triggers when a new contact is created.
Creates a new contact.
Triggers when a new invoice is created.
Create a new invoice.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.