Create new BrokerEngine cards for updated Salesforce records
Keep your BrokerEngine tasks updated with Salesforce data effortlessly using this automation workflow. Whenever a record field is updated in Salesforce, a new card will be created in BrokerEngine, ensuring your team stays informed and organized. Streamline your sales processes and enhance team efficiency with this seamless integration.
Keep your BrokerEngine tasks updated with Salesforce data effortlessly using this automation workflow. Whenever a record field is updated in Salesforce, a new card will be created in BrokerEngine, ensuring your team stays informed and organized. Streamline your sales processes and enhance team efficiency with this seamless integration.
- 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!New Card
Triggers when a new lead is created.
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