Add new Alegra contacts to Salesforce as contacts
When this happensStep 1: New Contact
Then do thisStep 2: Create Record
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.