Create Salesforce contacts from new or updated bexio persons
Keep your Salesforce contacts up-to-date with this intuitive workflow. Whenever a new or updated person is added in your bexio account, the automation promptly creates a corresponding contact in Salesforce. This seamless process helps in maintaining synchronized data across your CRM platforms and drives efficient customer relationship management.
Keep your Salesforce contacts up-to-date with this intuitive workflow. Whenever a new or updated person is added in your bexio account, the automation promptly creates a corresponding contact in Salesforce. This seamless process helps in maintaining synchronized data across your CRM platforms and drives efficient customer relationship management.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required