Assembly.com + Salesforce

Create new Assembly.com clients from new Salesforce contacts

Streamline your client management process with this efficient automation. As soon as a new contact is added on Salesforce, a new client is immediately created in your Assembly.com app. This ensures instant information flow between both platforms and saves you valuable time. Enhance your productivity by letting this workflow do the heavy lifting while you focus on client interaction and relationship building.

Streamline your client management process with this efficient automation. As soon as a new contact is added on Salesforce, a new client is immediately created in your Assembly.com app. This ensures instant information flow between both platforms and saves you valuable time. Enhance your productivity by letting this workflow do the heavy lifting while you focus on client interaction and relationship building.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerPolling
  2. automatically do this!
    Assembly.comAssembly.com
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

assemblycom logo
assemblycom logo

About Assembly.com

Assembly.com is a complete client communication and management solution that offers a branded and streamlined experience to businesses.
Learn more

Related categories

  • CRM (Customer Relationship Management)
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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